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Disclosery

Navigate Wealth Management, LLC: DFAS position timeline

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

Navigate Wealth Management, LLC held 73,968 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,968 shares
    Change vs previous 13F +3,984 shares

    3.72% of the 13F portfolio, value $6,000,276.

    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).

  2. period ended2026-03-31
    13F 69,984 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $5,378,943.

    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).