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Disclosery

1776 Wealth LLC: DFP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on DFP, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 52,097 DFP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,097 shares
    Change vs previous 13F +59 shares

    0.38% of the 13F portfolio, value $1,076,852.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth 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 52,038 shares
    Change vs previous 13F -94 shares

    0.41% of the 13F portfolio, value $1,044,411.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth 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 52,132 shares
    Change vs previous 13F -609 shares

    0.41% of the 13F portfolio, value $1,083,821.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth 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 52,741 shares
    Change vs previous 13F -7,458 shares

    0.44% of the 13F portfolio, value $1,141,313.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth 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 60,199 shares
    Change vs previous 13F -948 shares

    0.51% of the 13F portfolio, value $1,235,876.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth 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 61,147 shares
    Change vs previous 13F -1,717 shares

    0.57% of the 13F portfolio, value $1,237,619.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth 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 62,864 shares
    Change vs previous 13F -1,066 shares

    0.58% of the 13F portfolio, value $1,253,513.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    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 63,930 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,374,504.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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