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Daner Wealth Management, LLC: DFSV position timeline

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

Daner Wealth Management, LLC held 78,471 DFSV 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 78,471 shares
    Change vs previous 13F +10,212 shares

    1.73% of the 13F portfolio, value $3,193,787.

    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 68,259 shares
    Change vs previous 13F +24,775 shares

    1.48% of the 13F portfolio, value $2,520,790.

    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 43,484 shares
    Change vs previous 13F -7,818 shares

    0.99% of the 13F portfolio, value $1,612,824.

    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 51,302 shares
    Change vs previous 13F -1,802 shares

    1.04% of the 13F portfolio, value $1,599,082.

    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 53,104 shares
    Change vs previous 13F -4,145 shares

    1.13% of the 13F portfolio, value $1,632,956.

    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 57,249 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,837,680.

    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).