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Sculati Wealth Management, LLC: DFAE position timeline

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

Sculati Wealth Management, LLC held 132,803 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,803 shares
    Change vs previous 13F +279 shares

    1.66% of the 13F portfolio, value $4,962,848.

    13F-HR 0001803397-26-000008 filed by Sculati 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 132,524 shares
    Change vs previous 13F +2,324 shares

    1.66% of the 13F portfolio, value $4,487,263.

    13F-HR 0001803397-26-000004 filed by Sculati 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 130,200 shares
    Change vs previous 13F +4,978 shares

    1.49% of the 13F portfolio, value $4,240,614.

    13F-HR 0001803397-26-000002 filed by Sculati 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 125,222 shares
    Change vs previous 13F +28,241 shares

    1.39% of the 13F portfolio, value $3,948,250.

    13F-HR 0001803397-25-000008 filed by Sculati 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 96,981 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,807,600.

    13F-HR 0001803397-25-000005 filed by Sculati Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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