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Disclosery

E-Wealth Partners, LLC: DFUS position timeline

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

E-Wealth Partners, LLC held 29,550 DFUS 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 29,550 shares
    Change vs previous 13F +16 shares

    1.75% of the 13F portfolio, value $2,421,346.

    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 29,534 shares
    Change vs previous 13F +1,522 shares

    1.7% of the 13F portfolio, value $2,094,225.

    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 28,012 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,077,631.

    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).