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Disclosery

EnRich Financial Partners LLC: DFAT position timeline

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

EnRich Financial Partners LLC held 504,548 DFAT 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 504,548 shares
    Change vs previous 13F -17,069 shares

    8.38% of the 13F portfolio, value $35,267,940.

    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 521,617 shares
    Change vs previous 13F -6,364 shares

    8.64% of the 13F portfolio, value $32,574,976.

    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 527,981 shares
    Change vs previous 13F -719 shares

    8.57% of the 13F portfolio, value $31,436,003.

    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 528,700 shares
    Change vs previous 13F +1,950 shares

    8.76% of the 13F portfolio, value $30,775,650.

    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 526,750 shares
    Change vs previous 13F +11,573 shares

    8.73% of the 13F portfolio, value $28,423,410.

    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 515,177 shares
    Change vs previous 13F +2,577 shares

    8.91% of the 13F portfolio, value $26,526,449.

    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 512,600 shares
    Change vs previous 13F -4,245 shares

    9.5% of the 13F portfolio, value $28,531,349.

    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 516,845 shares
    Change vs previous 13F not available

    9.6% of the 13F portfolio, value $28,752,102.

    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).