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Disclosery

E-Wealth Partners, LLC: DFSU position timeline

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

E-Wealth Partners, LLC held 18,239 DFSU 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 18,239 shares
    Change vs previous 13F +7,229 shares

    0.61% of the 13F portfolio, value $850,499.

    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 11,010 shares
    Change vs previous 13F +19 shares

    0.37% of the 13F portfolio, value $452,398.

    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 10,991 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $477,341.

    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).