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Disclosery

EnRich Financial Partners LLC: DFEM position timeline

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

EnRich Financial Partners LLC held 1,201,493 DFEM 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 1,201,493 shares
    Change vs previous 13F -70,986 shares

    11.6% of the 13F portfolio, value $48,828,687.

    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 1,272,479 shares
    Change vs previous 13F -9,281 shares

    11.66% of the 13F portfolio, value $43,964,163.

    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 1,281,760 shares
    Change vs previous 13F +9,094 shares

    11.56% of the 13F portfolio, value $42,400,632.

    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 1,272,666 shares
    Change vs previous 13F +10,161 shares

    11.61% of the 13F portfolio, value $40,814,396.

    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 1,262,505 shares
    Change vs previous 13F +9,515 shares

    11.5% of the 13F portfolio, value $37,471,146.

    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 1,252,990 shares
    Change vs previous 13F +72,054 shares

    11.13% of the 13F portfolio, value $33,154,121.

    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 1,180,936 shares
    Change vs previous 13F +40,990 shares

    10.3% of the 13F portfolio, value $30,928,710.

    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 1,139,946 shares
    Change vs previous 13F not available

    10.72% of the 13F portfolio, value $32,089,487.

    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).