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Navigate Wealth Management, LLC: DFAE position timeline

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

Navigate Wealth Management, LLC held 178,243 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 178,243 shares
    Change vs previous 13F +27,288 shares

    4.25% of the 13F portfolio, value $7,022,774.

    13F-HR 0002127791-26-000005 filed by Navigate Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 150,955 shares
    Change vs previous 13F +18,736 shares

    3.5% of the 13F portfolio, value $5,641,202.

    13F-HR 0002127791-26-000002 filed by Navigate 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 ended2026-03-31
    13F 132,219 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $4,900,024.

    13F-HR 0002127791-26-000001 filed by Navigate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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