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Disclosery

David Wealth Management LLC: DFIP position timeline

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

David Wealth Management LLC held 152,228 DFIP shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 152,228 shares
    Change vs previous 13F +9,216 shares

    4.74% of the 13F portfolio, value $6,364,653.

    13F-HR 0001172661-25-002680 filed by David 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 ended2025-03-31
    13F 143,012 shares
    Change vs previous 13F -1,707 shares

    5.04% of the 13F portfolio, value $6,022,378.

    13F-HR 0001172661-25-001498 filed by David 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 ended2024-12-31
    13F 144,719 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $5,859,790.

    13F-HR 0001172661-25-000402 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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