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Disclosery

EnRich Financial Partners LLC: DFIC position timeline

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

EnRich Financial Partners LLC held 1,146,900 DFIC 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 1,146,900 shares
    Change vs previous 13F +25,988 shares

    10.15% of the 13F portfolio, value $42,733,487.

    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 1,120,912 shares
    Change vs previous 13F +14,487 shares

    10.56% of the 13F portfolio, value $39,825,999.

    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 1,106,425 shares
    Change vs previous 13F +43,089 shares

    10.39% of the 13F portfolio, value $38,127,422.

    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 1,063,336 shares
    Change vs previous 13F +57,743 shares

    9.92% of the 13F portfolio, value $34,866,794.

    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 1,005,593 shares
    Change vs previous 13F +195,475 shares

    9.6% of the 13F portfolio, value $31,263,879.

    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 810,118 shares
    Change vs previous 13F +50,678 shares

    7.56% of the 13F portfolio, value $22,496,968.

    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 759,440 shares
    Change vs previous 13F +53,376 shares

    6.54% of the 13F portfolio, value $19,627,730.

    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 706,064 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $19,868,635.

    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).