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Disclosery

E-Wealth Partners, LLC: DFGR position timeline

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

E-Wealth Partners, LLC held 45,960 DFGR 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 45,960 shares
    Change vs previous 13F +3,416 shares

    0.96% of the 13F portfolio, value $1,331,469.

    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 42,544 shares
    Change vs previous 13F +3,410 shares

    0.92% of the 13F portfolio, value $1,130,814.

    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 39,134 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,033,920.

    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).