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DWR WEALTH MANAGEMENT, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DWR WEALTH MANAGEMENT, LLC on DFAE, newest first. How the timeline and the estimate are built.

DWR WEALTH MANAGEMENT, LLC held 222,865 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,865 shares
    Change vs previous 13F +14,832 shares

    6.61% of the 13F portfolio, value $8,836,579.

    13F-HR 0001754960-26-000422 filed by DWR 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 208,033 shares
    Change vs previous 13F +33,967 shares

    5.92% of the 13F portfolio, value $6,804,760.

    13F-HR 0001754960-26-000199 filed by DWR 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 174,066 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $5,684,983.

    13F-HR 0001754960-26-000197 filed by DWR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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