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Weinberger Asset Management, Inc: DFAT position timeline

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

Weinberger Asset Management, Inc held 98,455 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,455 shares
    Change vs previous 13F +6,895 shares

    2.23% of the 13F portfolio, value $6,963,721.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset 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 91,560 shares
    Change vs previous 13F +4,885 shares

    2.14% of the 13F portfolio, value $5,717,908.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset 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 86,675 shares
    Change vs previous 13F +4,540 shares

    1.86% of the 13F portfolio, value $5,160,630.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset 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 82,135 shares
    Change vs previous 13F +16,991 shares

    1.73% of the 13F portfolio, value $4,781,073.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset 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 65,144 shares
    Change vs previous 13F +7,504 shares

    1.36% of the 13F portfolio, value $3,515,165.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset 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 57,640 shares
    Change vs previous 13F +2,852 shares

    1.27% of the 13F portfolio, value $2,967,874.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset 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 54,788 shares
    Change vs previous 13F +4,405 shares

    1.27% of the 13F portfolio, value $3,049,515.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, Inc
    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 50,383 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,802,826.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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