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Disclosery

E-Wealth Partners, LLC: DFIC position timeline

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

E-Wealth Partners, LLC held 54,601 DFIC 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 54,601 shares
    Change vs previous 13F -1,395 shares

    1.47% of the 13F portfolio, value $2,034,433.

    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 55,996 shares
    Change vs previous 13F +7,052 shares

    1.61% of the 13F portfolio, value $1,989,538.

    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 48,944 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,686,610.

    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).