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Destiny Wealth Partners, LLC: DFAX position timeline

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

Destiny Wealth Partners, LLC held 793,729 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 793,729 shares
    Change vs previous 13F -17,349 shares

    4.09% of the 13F portfolio, value $28,979,038.

    13F-HR 0001844369-26-000005 filed by Destiny Wealth Partners, 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 811,078 shares
    Change vs previous 13F +7,777 shares

    3.01% of the 13F portfolio, value $27,552,324.

    13F-HR 0001844369-26-000004 filed by Destiny Wealth Partners, 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 803,301 shares
    Change vs previous 13F +13,562 shares

    3.21% of the 13F portfolio, value $27,946,836.

    13F-HR 0001844369-26-000002 filed by Destiny Wealth Partners, 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 789,739 shares
    Change vs previous 13F +34,719 shares

    3.04% of the 13F portfolio, value $24,782,002.

    13F-HR 0001844369-25-000007 filed by Destiny Wealth Partners, 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 755,020 shares
    Change vs previous 13F +356,319 shares

    2.98% of the 13F portfolio, value $22,174,923.

    13F-HR 0001844369-25-000005 filed by Destiny Wealth Partners, 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 398,701 shares
    Change vs previous 13F -338,103 shares

    1.66% of the 13F portfolio, value $10,445,979.

    13F-HR 0001844369-25-000004 filed by Destiny Wealth Partners, 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 736,804 shares
    Change vs previous 13F +22,043 shares

    2.99% of the 13F portfolio, value $18,316,946.

    13F-HR 0001844369-25-000001 filed by Destiny Wealth Partners, 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 714,761 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $19,305,698.

    13F-HR 0001844369-24-000006 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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