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Disclosery

E-Wealth Partners, LLC: DFAS position timeline

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

E-Wealth Partners, LLC held 3,255 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,255 shares
    Change vs previous 13F -766 shares

    0.19% of the 13F portfolio, value $268,043.

    13F-HR 0002129940-26-000003 filed by E-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 4,021 shares
    Change vs previous 13F +769 shares

    0.23% of the 13F portfolio, value $285,999.

    13F-HR 0002129940-26-000002 filed by E-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 3,252 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $226,583.

    13F-HR 0002129940-26-000001 filed by E-Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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