WNY Asset Management, LLC: DFAX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WNY Asset Management, LLC on DFAX, newest first. How the timeline and the estimate are built.
WNY Asset Management, LLC held 23,112 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 23,112 sharesChange vs previous 13F +8,793 shares
0.08% of the 13F portfolio, value $851,433.
13F-HR 0002085853-26-001032 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,319 sharesChange vs previous 13F +1,646 shares
0.05% of the 13F portfolio, value $486,430.
13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,673 sharesChange vs previous 13F +3,150 shares
0.04% of the 13F portfolio, value $397,673.
13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,523 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $279,699.
13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).