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55 North Private Wealth, LLC: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 55 North Private Wealth, LLC on DFAU, newest first. How the timeline and the estimate are built.

55 North Private Wealth, LLC held 1,796,907 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,796,907 shares
    Change vs previous 13F +116,741 shares

    18.28% of the 13F portfolio, value $92,882,102.

    13F-HR 0002063364-26-000176 filed by 55 North Private 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 1,680,166 shares
    Change vs previous 13F +71,173 shares

    19.41% of the 13F portfolio, value $75,809,100.

    13F-HR 0002063364-26-000105 filed by 55 North Private 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 1,608,993 shares
    Change vs previous 13F not available

    19.84% of the 13F portfolio, value $75,300,864.

    13F-HR 0002063364-26-000035 filed by 55 North Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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