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Warburton Capital Management, LLC: DFAW position timeline

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

Warburton Capital Management, LLC held 40,371 DFAW 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 40,371 shares
    Change vs previous 13F +2,147 shares

    1.36% of the 13F portfolio, value $3,342,000.

    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 38,224 shares
    Change vs previous 13F +1,980 shares

    1.44% of the 13F portfolio, value $2,948,000.

    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 36,244 shares
    Change vs previous 13F +1,645 shares

    1.51% of the 13F portfolio, value $2,681,000.

    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 34,599 shares
    Change vs previous 13F +3,715 shares

    1.5% of the 13F portfolio, value $2,493,000.

    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 30,884 shares
    Change vs previous 13F +3,083 shares

    1.25% of the 13F portfolio, value $2,117,000.

    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 27,801 shares
    Change vs previous 13F +5,736 shares

    1.23% of the 13F portfolio, value $1,703,000.

    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 22,065 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,378,000.

    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).