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Warburton Capital Management, LLC: DFAX position timeline

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

Warburton Capital Management, LLC held 1,297,654 DFAX 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 1,297,654 shares
    Change vs previous 13F +61,008 shares

    19.46% of the 13F portfolio, value $47,805,000.

    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 1,236,646 shares
    Change vs previous 13F +128,405 shares

    21.59% of the 13F portfolio, value $44,271,000.

    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 1,108,241 shares
    Change vs previous 13F +73,307 shares

    20.48% of the 13F portfolio, value $36,272,000.

    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 1,034,934 shares
    Change vs previous 13F -80,643 shares

    19.65% of the 13F portfolio, value $32,652,000.

    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 1,115,577 shares
    Change vs previous 13F +5,907 shares

    19.66% of the 13F portfolio, value $33,177,000.

    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 1,109,670 shares
    Change vs previous 13F +56,825 shares

    21.05% of the 13F portfolio, value $29,073,000.

    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 1,052,845 shares
    Change vs previous 13F not available

    19.61% of the 13F portfolio, value $26,173,000.

    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).