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McGlone Suttner Wealth Management, Inc.: DFAS position timeline

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

McGlone Suttner Wealth Management, Inc. held 226,110 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,110 shares
    Change vs previous 13F +6,903 shares

    2.18% of the 13F portfolio, value $18,617,858.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    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 219,207 shares
    Change vs previous 13F +9,967 shares

    2.06% of the 13F portfolio, value $15,592,206.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    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 209,240 shares
    Change vs previous 13F +6,384 shares

    1.96% of the 13F portfolio, value $14,577,759.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    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 202,856 shares
    Change vs previous 13F +3,218 shares

    1.94% of the 13F portfolio, value $13,887,506.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    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 199,638 shares
    Change vs previous 13F +5,296 shares

    1.92% of the 13F portfolio, value $12,718,935.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    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 194,342 shares
    Change vs previous 13F +3,613 shares

    1.91% of the 13F portfolio, value $11,611,929.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    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 190,729 shares
    Change vs previous 13F +49,688 shares

    2.07% of the 13F portfolio, value $12,412,619.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 141,041 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $9,147,915.

    13F-HR 0001964819-24-000004 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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