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EAGLE WEALTH STRATEGIES LLC: DFEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EAGLE WEALTH STRATEGIES LLC on DFEV, newest first. How the timeline and the estimate are built.

EAGLE WEALTH STRATEGIES LLC held 483,697 DFEV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 483,697 shares
    Change vs previous 13F -4,767 shares

    7.89% of the 13F portfolio, value $20,637,968.

    13F-HR 0001951757-26-000962 filed by EAGLE WEALTH STRATEGIES 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 488,464 shares
    Change vs previous 13F +5,483 shares

    7.66% of the 13F portfolio, value $17,477,225.

    13F-HR 0001951757-26-000565 filed by EAGLE WEALTH STRATEGIES 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 482,981 shares
    Change vs previous 13F +4,413 shares

    7.59% of the 13F portfolio, value $16,295,791.

    13F-HR 0001951757-26-000006 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 478,568 shares
    Change vs previous 13F +8,552 shares

    7.59% of the 13F portfolio, value $15,261,524.

    13F-HR 0001951757-25-001331 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 470,016 shares
    Change vs previous 13F -1,532 shares

    7.88% of the 13F portfolio, value $14,095,778.

    13F-HR 0001951757-25-000881 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 471,548 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $12,755,380.

    13F-HR 0001951757-25-000342 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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