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Daner Wealth Management, LLC: DEHP position timeline

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

Daner Wealth Management, LLC held 20,541 DEHP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,541 shares
    Change vs previous 13F +2,662 shares

    0.46% of the 13F portfolio, value $845,726.

    13F-HR 0001956649-26-000003 filed by Daner Wealth Management, 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 17,879 shares
    Change vs previous 13F +7,318 shares

    0.43% of the 13F portfolio, value $728,569.

    13F-HR 0001956649-26-000002 filed by Daner Wealth Management, 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 10,561 shares
    Change vs previous 13F -725 shares

    0.23% of the 13F portfolio, value $377,790.

    13F-HR 0001956649-26-000001 filed by Daner Wealth Management, 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 11,286 shares
    Change vs previous 13F -442 shares

    0.23% of the 13F portfolio, value $351,672.

    13F-HR 0001956649-25-000006 filed by Daner Wealth Management, 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 11,728 shares
    Change vs previous 13F -888 shares

    0.23% of the 13F portfolio, value $339,760.

    13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 12,616 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $319,185.

    13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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