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SENTINEL WEALTH MANAGEMENT, INC.: DFAS position timeline

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

SENTINEL WEALTH MANAGEMENT, INC. held 224,550 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,550 shares
    Change vs previous 13F +2,239 shares

    13.03% of the 13F portfolio, value $18,489,447.

    13F-HR 0001929328-26-000008 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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 222,311 shares
    Change vs previous 13F +1,136 shares

    12.65% of the 13F portfolio, value $15,812,982.

    13F-HR 0001929328-26-000006 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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 221,175 shares
    Change vs previous 13F +1,486 shares

    12.78% of the 13F portfolio, value $15,409,263.

    13F-HR 0001929328-26-000004 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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 219,689 shares
    Change vs previous 13F -3,304 shares

    13.06% of the 13F portfolio, value $15,039,909.

    13F-HR 0001929328-25-000007 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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/A 222,993 shares
    Change vs previous 13F not available

    13.35% of the 13F portfolio, value $14,206,885.

    13F-HR/A 0001929328-26-000005 filed by SENTINEL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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