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Disclosery

BostonPremier Wealth LLC: DFUS position timeline

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

BostonPremier Wealth LLC held 153,731 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,731 shares
    Change vs previous 13F +7,529 shares

    5.35% of the 13F portfolio, value $12,596,720.

    13F-HR 0001951757-26-001040 filed by BostonPremier 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 146,202 shares
    Change vs previous 13F +5,632 shares

    5.36% of the 13F portfolio, value $10,367,181.

    13F-HR 0001951757-26-000580 filed by BostonPremier 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 140,570 shares
    Change vs previous 13F +26,638 shares

    5.34% of the 13F portfolio, value $10,426,069.

    13F-HR 0001951757-26-000058 filed by BostonPremier 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 113,932 shares
    Change vs previous 13F +4,610 shares

    4.1% of the 13F portfolio, value $8,253,201.

    13F-HR 0001951757-25-001213 filed by BostonPremier 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 109,322 shares
    Change vs previous 13F -750 shares

    4.06% of the 13F portfolio, value $7,326,736.

    13F-HR 0001951757-25-000838 filed by BostonPremier 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 110,072 shares
    Change vs previous 13F -3,324 shares

    4.13% of the 13F portfolio, value $6,657,149.

    13F-HR 0001951757-25-000387 filed by BostonPremier 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 113,396 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $7,228,979.

    13F-HR 0001951757-25-000140 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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