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Disclosery

EnRich Financial Partners LLC: DFLV position timeline

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

EnRich Financial Partners LLC held 852,592 DFLV 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 852,592 shares
    Change vs previous 13F -55,590 shares

    8.01% of the 13F portfolio, value $33,711,493.

    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 908,182 shares
    Change vs previous 13F -25,864 shares

    8.6% of the 13F portfolio, value $32,431,163.

    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 934,046 shares
    Change vs previous 13F -5,127 shares

    8.71% of the 13F portfolio, value $31,953,714.

    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 939,173 shares
    Change vs previous 13F +1,558 shares

    8.79% of the 13F portfolio, value $30,898,788.

    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 937,615 shares
    Change vs previous 13F -27,154 shares

    8.93% of the 13F portfolio, value $29,084,817.

    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 964,769 shares
    Change vs previous 13F -7,085 shares

    9.9% of the 13F portfolio, value $29,492,989.

    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 971,854 shares
    Change vs previous 13F -5,876 shares

    9.72% of the 13F portfolio, value $29,184,801.

    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 977,730 shares
    Change vs previous 13F not available

    10.06% of the 13F portfolio, value $30,123,858.

    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).