Topsail Wealth Management, LLC: DFAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Topsail Wealth Management, LLC on DFAI, newest first. How the timeline and the estimate are built.
Topsail Wealth Management, LLC held 29,409 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 29,409 sharesChange vs previous 13F +369 shares
0.15% of the 13F portfolio, value $1,213,114.
13F-HR 0001398344-26-014324 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,040 sharesChange vs previous 13F +790 shares
0.17% of the 13F portfolio, value $1,131,391.
13F-HR 0001398344-26-006781 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,250 sharesChange vs previous 13F +50 shares
0.16% of the 13F portfolio, value $1,076,606.
13F-HR 0001398344-26-002201 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,200 sharesChange vs previous 13F -8,372 shares
0.17% of the 13F portfolio, value $1,025,083.
13F-HR 0001398344-25-020269 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,572 sharesChange vs previous 13F +467 shares
0.23% of the 13F portfolio, value $1,264,300.
13F-HR 0001398344-25-014250 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,105 sharesChange vs previous 13F +110 shares
0.23% of the 13F portfolio, value $1,127,573.
13F-HR 0001398344-25-008097 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,995 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $1,051,042.
13F-HR 0001398344-25-002822 filed by Topsail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).