Skip to content
Disclosery

Platform Wealth Management, LLC: DFAI position timeline

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

Platform Wealth Management, LLC held 295,064 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 295,064 shares
    Change vs previous 13F +22,936 shares

    4.45% of the 13F portfolio, value $12,171,372.

    13F-HR 0002085853-26-000973 filed by Platform 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 ended2025-12-31
    13F 272,128 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $10,370,791.

    13F-HR 0002110622-26-000001 filed by Platform Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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