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Vermillion Wealth Management, Inc.: DFAE position timeline

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

Vermillion Wealth Management, Inc. held 188,079 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,079 shares
    Change vs previous 13F +4,895 shares

    1.77% of the 13F portfolio, value $7,562,635.

    13F-HR 0001398344-26-012192 filed by Vermillion 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 183,184 shares
    Change vs previous 13F +14,666 shares

    2.47% of the 13F portfolio, value $6,202,617.

    13F-HR 0001398344-26-006645 filed by Vermillion 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 168,518 shares
    Change vs previous 13F -2,849 shares

    2.25% of the 13F portfolio, value $5,488,646.

    13F-HR 0001398344-26-002726 filed by Vermillion 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 171,367 shares
    Change vs previous 13F +14,372 shares

    1.46% of the 13F portfolio, value $5,403,201.

    13F-HR 0001398344-25-019666 filed by Vermillion 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 156,995 shares
    Change vs previous 13F +17,766 shares

    2.17% of the 13F portfolio, value $4,545,004.

    13F-HR 0001398344-25-013256 filed by Vermillion Wealth Management, Inc.
    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 139,229 shares
    Change vs previous 13F +8,295 shares

    1.06% of the 13F portfolio, value $3,604,629.

    13F-HR 0001398344-25-007819 filed by Vermillion Wealth Management, Inc.
    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 130,934 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,321,786.

    13F-HR 0001398344-25-003197 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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