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Weinberger Asset Management, Inc: DFAU position timeline

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

Weinberger Asset Management, Inc held 321,265 DFAU 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 321,265 shares
    Change vs previous 13F +36,497 shares

    5.33% of the 13F portfolio, value $16,635,088.

    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 284,768 shares
    Change vs previous 13F +25,642 shares

    4.82% of the 13F portfolio, value $12,848,740.

    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 259,126 shares
    Change vs previous 13F +25,187 shares

    4.37% of the 13F portfolio, value $12,127,107.

    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 233,939 shares
    Change vs previous 13F +5,884 shares

    3.88% of the 13F portfolio, value $10,705,049.

    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 228,055 shares
    Change vs previous 13F +2,313 shares

    3.73% of the 13F portfolio, value $9,660,413.

    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 225,742 shares
    Change vs previous 13F +2,872 shares

    3.72% of the 13F portfolio, value $8,677,523.

    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 222,870 shares
    Change vs previous 13F +14,191 shares

    3.77% of the 13F portfolio, value $9,023,998.

    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 208,679 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $8,282,462.

    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).