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RF&L WEALTH MANAGEMENT, LLC: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RF&L WEALTH MANAGEMENT, LLC on DFAS, newest first. How the timeline and the estimate are built.

RF&L WEALTH MANAGEMENT, LLC held 91,061 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,061 shares
    Change vs previous 13F +99 shares

    5.07% of the 13F portfolio, value $7,497,963.

    13F-HR 0001965915-26-000003 filed by RF&L 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 90,962 shares
    Change vs previous 13F -2,106 shares

    4.84% of the 13F portfolio, value $6,470,127.

    13F-HR 0001965915-26-000002 filed by RF&L 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 93,068 shares
    Change vs previous 13F -95 shares

    3.63% of the 13F portfolio, value $6,484,048.

    13F-HR 0001965915-26-000001 filed by RF&L 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 93,163 shares
    Change vs previous 13F +1,438 shares

    3.74% of the 13F portfolio, value $6,377,939.

    13F-HR 0001965915-25-000008 filed by RF&L 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 91,725 shares
    Change vs previous 13F -4,680 shares

    3.77% of the 13F portfolio, value $5,843,800.

    13F-HR 0001965915-25-000006 filed by RF&L 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 96,405 shares
    Change vs previous 13F +2,183 shares

    4.12% of the 13F portfolio, value $5,760,199.

    13F-HR 0001965915-25-000005 filed by RF&L 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 94,222 shares
    Change vs previous 13F -103 shares

    4.34% of the 13F portfolio, value $6,131,968.

    13F-HR 0001965915-25-000002 filed by RF&L WEALTH MANAGEMENT, LLC
    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 94,325 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $6,117,920.

    13F-HR 0001725547-24-005915 filed by RF&L WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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