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Vermillion & White Wealth Management Group, LLC: DFAE position timeline

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

Vermillion & White Wealth Management Group, LLC held 254,556 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,556 shares
    Change vs previous 13F -3,039 shares

    5.2% of the 13F portfolio, value $10,277,958.

    13F-HR 0001862443-26-000004 filed by Vermillion & White Wealth Management Group, 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/A 257,595 shares
    Change vs previous 13F +30,855 shares

    5.02% of the 13F portfolio, value $8,722,167.

    13F-HR/A 0001862443-26-000003 filed by Vermillion & White Wealth Management Group, 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 226,740 shares
    Change vs previous 13F +7,690 shares

    4.02% of the 13F portfolio, value $7,384,922.

    13F-HR 0001862443-26-000001 filed by Vermillion & White Wealth Management Group, 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 219,050 shares
    Change vs previous 13F +79,421 shares

    3.93% of the 13F portfolio, value $6,906,647.

    13F-HR 0001862443-25-000007 filed by Vermillion & White Wealth Management Group, 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 139,629 shares
    Change vs previous 13F -8,058 shares

    2.63% of the 13F portfolio, value $4,042,260.

    13F-HR 0002036114-25-000003 filed by Vermillion & White Wealth Management Group, 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 147,687 shares
    Change vs previous 13F +101,269 shares

    2.77% of the 13F portfolio, value $3,823,616.

    13F-HR 0001862443-25-000004 filed by Vermillion & White Wealth Management Group, 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 46,418 shares
    Change vs previous 13F +1,819 shares

    0.87% of the 13F portfolio, value $1,177,625.

    13F-HR 0001862443-25-000001 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 44,599 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,222,459.

    13F-HR 0002036114-24-000001 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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