Destiny Wealth Partners, LLC: DFIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destiny Wealth Partners, LLC on DFIV, newest first. How the timeline and the estimate are built.
Destiny Wealth Partners, LLC held 239,939 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 239,939 sharesChange vs previous 13F -6,400 shares
1.94% of the 13F portfolio, value $13,741,279.
13F-HR 0001844369-26-000005 filed by Destiny Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 246,339 sharesChange vs previous 13F -4,905 shares
1.42% of the 13F portfolio, value $13,001,764.
13F-HR 0001844369-26-000004 filed by Destiny Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 251,244 sharesChange vs previous 13F +64,687 shares
1.51% of the 13F portfolio, value $13,172,732.
13F-HR 0001844369-26-000002 filed by Destiny Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 186,557 sharesChange vs previous 13F +4,576 shares
1.05% of the 13F portfolio, value $8,603,986.
13F-HR 0001844369-25-000007 filed by Destiny Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 181,981 sharesChange vs previous 13F -3,709 shares
1.05% of the 13F portfolio, value $7,794,255.
13F-HR 0001844369-25-000005 filed by Destiny Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 185,690 sharesChange vs previous 13F -21,603 shares
1.16% of the 13F portfolio, value $7,308,756.
13F-HR 0001844369-25-000004 filed by Destiny Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 207,293 sharesChange vs previous 13F +5,926 shares
1.2% of the 13F portfolio, value $7,354,764.
13F-HR 0001844369-25-000001 filed by Destiny Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 201,367 sharesChange vs previous 13F not available
1.34% of the 13F portfolio, value $7,668,063.
13F-HR 0001844369-24-000006 filed by Destiny Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).