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Disclosery

EnRich Financial Partners LLC: DFEV position timeline

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

EnRich Financial Partners LLC held 32,776 DFEV 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 32,776 shares
    Change vs previous 13F -15,378 shares

    0.33% of the 13F portfolio, value $1,398,461.

    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 48,154 shares
    Change vs previous 13F -1,092 shares

    0.46% of the 13F portfolio, value $1,722,945.

    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 49,246 shares
    Change vs previous 13F -1,219 shares

    0.45% of the 13F portfolio, value $1,661,576.

    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 50,465 shares
    Change vs previous 13F -748 shares

    0.46% of the 13F portfolio, value $1,609,342.

    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 51,213 shares
    Change vs previous 13F -2,105 shares

    0.47% of the 13F portfolio, value $1,535,888.

    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 53,318 shares
    Change vs previous 13F +697 shares

    0.48% of the 13F portfolio, value $1,442,243.

    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 52,621 shares
    Change vs previous 13F -519 shares

    0.46% of the 13F portfolio, value $1,379,219.

    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 53,140 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,512,369.

    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).