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Disclosery

Daner Wealth Management, LLC: DFIC position timeline

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

Daner Wealth Management, LLC held 75,202 DFIC 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 75,202 shares
    Change vs previous 13F +10,283 shares

    1.6% of the 13F portfolio, value $2,953,185.

    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 64,919 shares
    Change vs previous 13F +6,870 shares

    1.45% of the 13F portfolio, value $2,461,732.

    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 58,049 shares
    Change vs previous 13F -2,576 shares

    1.34% of the 13F portfolio, value $2,195,979.

    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 60,625 shares
    Change vs previous 13F -2,093 shares

    1.29% of the 13F portfolio, value $1,993,347.

    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 62,718 shares
    Change vs previous 13F -3,762 shares

    1.38% of the 13F portfolio, value $2,008,230.

    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 66,480 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,798,284.

    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).