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Topsail Wealth Management, LLC: DFAX position timeline

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

Topsail Wealth Management, LLC held 83,802 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,802 shares
    Change vs previous 13F +744 shares

    0.39% of the 13F portfolio, value $3,087,250.

    13F-HR 0001398344-26-014324 filed by Topsail 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 83,058 shares
    Change vs previous 13F +4,639 shares

    0.42% of the 13F portfolio, value $2,821,466.

    13F-HR 0001398344-26-006781 filed by Topsail 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 78,419 shares
    Change vs previous 13F +1,180 shares

    0.38% of the 13F portfolio, value $2,566,641.

    13F-HR 0001398344-26-002201 filed by Topsail 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 77,239 shares
    Change vs previous 13F +644 shares

    0.41% of the 13F portfolio, value $2,423,772.

    13F-HR 0001398344-25-020269 filed by Topsail 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 76,595 shares
    Change vs previous 13F +675 shares

    0.41% of the 13F portfolio, value $2,249,581.

    13F-HR 0001398344-25-014250 filed by Topsail Wealth 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 75,920 shares
    Change vs previous 13F +181 shares

    0.4% of the 13F portfolio, value $1,989,106.

    13F-HR 0001398344-25-008097 filed by Topsail Wealth 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 75,739 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,882,875.

    13F-HR 0001398344-25-002822 filed by Topsail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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