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Saxony Capital Management, LLC: DFAE position timeline

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

Saxony Capital Management, LLC held 138,947 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,947 shares
    Change vs previous 13F +18,718 shares

    2.56% of the 13F portfolio, value $5,587,054.

    13F-HR 0001561330-26-000004 filed by Saxony Capital 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 120,229 shares
    Change vs previous 13F +4,268 shares

    2.36% of the 13F portfolio, value $4,070,944.

    13F-HR 0001561330-26-000003 filed by Saxony Capital 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 115,961 shares
    Change vs previous 13F +8,924 shares

    2.32% of the 13F portfolio, value $3,776,861.

    13F-HR 0001561330-26-000001 filed by Saxony Capital 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 107,037 shares
    Change vs previous 13F +19,512 shares

    2.23% of the 13F portfolio, value $3,374,875.

    13F-HR 0001561330-25-000005 filed by Saxony Capital 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 87,525 shares
    Change vs previous 13F +19,212 shares

    1.94% of the 13F portfolio, value $2,533,860.

    13F-HR 0001561330-25-000003 filed by Saxony Capital 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 68,313 shares
    Change vs previous 13F +32,641 shares

    1.55% of the 13F portfolio, value $1,768,617.

    13F-HR 0001561330-25-000002 filed by Saxony Capital 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 35,672 shares
    Change vs previous 13F -26,052 shares

    0.8% of the 13F portfolio, value $905,006.

    13F-HR 0001561330-25-000001 filed by Saxony Capital 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 61,724 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,691,842.

    13F-HR 0001561330-24-000006 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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