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Disclosery

EnRich Financial Partners LLC: DFIV position timeline

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

EnRich Financial Partners LLC held 313,114 DFIV 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 313,114 shares
    Change vs previous 13F -4,934 shares

    4.02% of the 13F portfolio, value $16,914,429.

    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 318,048 shares
    Change vs previous 13F -3,466 shares

    4.45% of the 13F portfolio, value $16,786,593.

    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 321,514 shares
    Change vs previous 13F -1,785 shares

    4.37% of the 13F portfolio, value $16,043,542.

    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 323,299 shares
    Change vs previous 13F -1,304 shares

    4.24% of the 13F portfolio, value $14,910,567.

    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 324,603 shares
    Change vs previous 13F +19,262 shares

    4.27% of the 13F portfolio, value $13,902,758.

    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 305,341 shares
    Change vs previous 13F -3,592 shares

    4.04% of the 13F portfolio, value $12,018,240.

    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 308,933 shares
    Change vs previous 13F +3 shares

    3.65% of the 13F portfolio, value $10,960,945.

    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 308,930 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $11,764,068.

    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).