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Disclosery

Crown Wealth Group, LLC: DFUS position timeline

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

Crown Wealth Group, LLC held 657,362 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 657,362 shares
    Change vs previous 13F +12,726 shares

    13.71% of the 13F portfolio, value $53,864,274.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 644,636 shares
    Change vs previous 13F +8,060 shares

    13.43% of the 13F portfolio, value $45,711,127.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 636,576 shares
    Change vs previous 13F +11,346 shares

    13.19% of the 13F portfolio, value $47,214,805.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 625,230 shares
    Change vs previous 13F +43,878 shares

    13.61% of the 13F portfolio, value $45,291,625.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 581,352 shares
    Change vs previous 13F +146,423 shares

    14.64% of the 13F portfolio, value $38,962,179.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 434,929 shares
    Change vs previous 13F -61,263 shares

    13.64% of the 13F portfolio, value $26,304,477.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 496,192 shares
    Change vs previous 13F +106,463 shares

    12.87% of the 13F portfolio, value $31,632,250.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, 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 389,729 shares
    Change vs previous 13F not available

    10.54% of the 13F portfolio, value $24,241,173.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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