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Disclosery

M Wealth Management, LLC: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Wealth Management, LLC on DFAX, newest first. How the timeline and the estimate are built.

M Wealth Management, LLC held 30,838 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,838 shares
    Change vs previous 13F -340 shares

    0.89% of the 13F portfolio, value $1,136,072.

    13F-HR 0001172661-26-002811 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,178 shares
    Change vs previous 13F -1,649 shares

    0.89% of the 13F portfolio, value $1,059,117.

    13F-HR 0001172661-26-002210 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,827 shares
    Change vs previous 13F -2,877 shares

    0.94% of the 13F portfolio, value $1,074,428.

    13F-HR 0001172661-26-000383 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,704 shares
    Change vs previous 13F -466 shares

    0.98% of the 13F portfolio, value $1,120,392.

    13F-HR 0001172661-25-004346 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,170 shares
    Change vs previous 13F -263 shares

    0.98% of the 13F portfolio, value $1,062,313.

    13F-HR 0001172661-25-003023 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,433 shares
    Change vs previous 13F -1,556 shares

    0.89% of the 13F portfolio, value $954,545.

    13F-HR 0001172661-25-001922 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,989 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $944,407.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).