Position in DEFT
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$15,298
-$5,589 QoQ
Shares Held
27,665
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DKM Wealth Management, Inc. holds $487,983 across 3 Capital Markets names. DEFT ranks #3 (3.1% of the industry book) .
All Filings in DEFT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,298 | 27,665 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $20,887 | 27,665 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||