Destiny Wealth Partners, LLC: DFLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destiny Wealth Partners, LLC on DFLV, newest first. How the timeline and the estimate are built.
Destiny Wealth Partners, LLC held 988,557 DFLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 988,557 sharesChange vs previous 13F -26,378 shares
5.67% of the 13F portfolio, value $40,214,499.
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 1,014,935 sharesChange vs previous 13F -20,699 shares
3.96% of the 13F portfolio, value $36,243,330.
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 1,035,634 sharesChange vs previous 13F +62,120 shares
4.24% of the 13F portfolio, value $36,982,491.
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 973,514 sharesChange vs previous 13F +26,339 shares
3.92% of the 13F portfolio, value $32,028,601.
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 947,175 sharesChange vs previous 13F +4,330 shares
3.95% of the 13F portfolio, value $29,381,354.
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 942,845 sharesChange vs previous 13F +20,927 shares
4.57% of the 13F portfolio, value $28,822,768.
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 921,918 sharesChange vs previous 13F +72,317 shares
4.52% of the 13F portfolio, value $27,685,184.
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 849,601 sharesChange vs previous 13F not available
4.59% of the 13F portfolio, value $26,176,202.
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).