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Disclosery

EnRich Financial Partners LLC: DFAS position timeline

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

EnRich Financial Partners LLC held 255,558 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,558 shares
    Change vs previous 13F -1,081 shares

    5% of the 13F portfolio, value $21,042,633.

    13F-HR 0001955091-26-000004 filed by EnRich Financial 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 256,639 shares
    Change vs previous 13F +2,530 shares

    4.84% of the 13F portfolio, value $18,254,733.

    13F-HR 0001955091-26-000003 filed by EnRich Financial 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 254,109 shares
    Change vs previous 13F +4,010 shares

    4.83% of the 13F portfolio, value $17,703,802.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 250,099 shares
    Change vs previous 13F +3,381 shares

    4.87% of the 13F portfolio, value $17,121,805.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 246,718 shares
    Change vs previous 13F -1,865 shares

    4.83% of the 13F portfolio, value $15,718,372.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 248,583 shares
    Change vs previous 13F -21,643 shares

    4.99% of the 13F portfolio, value $14,852,826.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 270,226 shares
    Change vs previous 13F +835 shares

    5.86% of the 13F portfolio, value $17,586,312.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 269,391 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $17,472,698.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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