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Disclosery

1776 Wealth LLC: DHR position timeline

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

1776 Wealth LLC held 0 DHR shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,568 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,568 shares
    Change vs previous 13F -95 shares

    0.13% of the 13F portfolio, value $309,743.

    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).

  3. period ended2025-03-31
    13F 1,663 shares
    Change vs previous 13F -60 shares

    0.16% of the 13F portfolio, value $340,915.

    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).

  4. period ended2024-12-31
    13F 1,723 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $395,515.

    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).

  5. period ended2024-09-30
    13F 1,723 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $479,028.

    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).