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Sanctuary Wealth Management, L.L.C.: DFAI position timeline

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

Sanctuary Wealth Management, L.L.C. held 125,127 DFAI shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 125,127 shares
    Change vs previous 13F +40,895 shares

    2.42% of the 13F portfolio, value $3,653,719.

    13F-HR 0001728436-25-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 84,232 shares
    Change vs previous 13F +17,681 shares

    1.91% of the 13F portfolio, value $2,676,887.

    13F-HR 0001728436-24-000005 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 66,551 shares
    Change vs previous 13F +4,166 shares

    1.49% of the 13F portfolio, value $1,974,559.

    13F-HR 0001728436-24-000003 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 62,385 shares
    Change vs previous 13F +35,319 shares

    1.53% of the 13F portfolio, value $1,885,269.

    13F-HR 0001728436-24-000002 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 27,066 shares
    Change vs previous 13F +745 shares

    0.75% of the 13F portfolio, value $775,167.

    13F-HR 0001728436-24-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 26,321 shares
    Change vs previous 13F +10,097 shares

    0.75% of the 13F portfolio, value $687,240.

    13F-HR 0001728436-23-000004 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 16,224 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $443,239.

    13F-HR 0001728436-23-000003 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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