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Warburton Capital Management, LLC: DFAU position timeline

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

Warburton Capital Management, LLC held 21,816 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,816 shares
    Change vs previous 13F +914 shares

    0.46% of the 13F portfolio, value $1,127,000.

    13F-HR 0002054795-26-000003 filed by Warburton Capital 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 20,902 shares
    Change vs previous 13F +9,379 shares

    0.48% of the 13F portfolio, value $984,000.

    13F-HR 0002054795-26-000002 filed by Warburton Capital 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 11,523 shares
    Change vs previous 13F +306 shares

    0.3% of the 13F portfolio, value $539,000.

    13F-HR 0002054795-26-000001 filed by Warburton Capital 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 11,217 shares
    Change vs previous 13F +327 shares

    0.31% of the 13F portfolio, value $514,000.

    13F-HR 0002054795-25-000002 filed by Warburton Capital 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 10,890 shares
    Change vs previous 13F +2,411 shares

    0.28% of the 13F portfolio, value $474,000.

    13F-HR 0001908380-25-000009 filed by Warburton Capital 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 8,479 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $325,000.

    13F-HR 0001842974-25-000010 filed by Warburton Capital 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 8,479 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $343,000.

    13F-HR 0001800586-25-000005 filed by Warburton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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