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Ariadne Wealth Management, LP: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ariadne Wealth Management, LP on DFUS, newest first. How the timeline and the estimate are built.

Ariadne Wealth Management, LP held 64,550 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,550 shares
    Change vs previous 13F -2,861 shares

    2.34% of the 13F portfolio, value $5,289,227.

    13F-HR 0002034793-26-000003 filed by Ariadne Wealth Management, LP
    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 67,411 shares
    Change vs previous 13F -1,033 shares

    2.15% of the 13F portfolio, value $4,780,114.

    13F-HR 0002034793-26-000002 filed by Ariadne Wealth Management, LP
    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 68,444 shares
    Change vs previous 13F 0 shares

    2.1% of the 13F portfolio, value $5,080,598.

    13F-HR 0002034793-26-000001 filed by Ariadne Wealth Management, LP
    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 68,444 shares
    Change vs previous 13F 0 shares

    2.24% of the 13F portfolio, value $4,991,621.

    13F-HR 0002034793-25-000011 filed by Ariadne Wealth Management, LP
    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 68,444 shares
    Change vs previous 13F -22,341 shares

    2.29% of the 13F portfolio, value $4,797,924.

    13F-HR 0002034793-25-000005 filed by Ariadne Wealth Management, LP
    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 90,785 shares
    Change vs previous 13F -2,911 shares

    2.9% of the 13F portfolio, value $5,553,318.

    13F-HR 0002034793-25-000002 filed by Ariadne Wealth Management, LP
    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 93,696 shares
    Change vs previous 13F +18,993 shares

    2.83% of the 13F portfolio, value $6,182,999.

    13F-HR 0002034793-25-000001 filed by Ariadne Wealth Management, LP
    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 74,703 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $4,851,960.

    13F-HR 0002034793-24-000003 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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