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Disclosery

EnRich Financial Partners LLC: DFSB position timeline

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

EnRich Financial Partners LLC held 4,293 DFSB 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 4,293 shares
    Change vs previous 13F +200 shares

    0.05% of the 13F portfolio, value $223,708.

    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 4,093 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $211,783.

    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 4,093 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $212,017.

    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 4,093 shares
    Change vs previous 13F +18 shares

    0.06% of the 13F portfolio, value $218,034.

    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 4,075 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $213,652.

    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 4,086 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $210,429.

    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 4,082 shares
    Change vs previous 13F +212 shares

    0.07% of the 13F portfolio, value $207,937.

    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 3,870 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $205,768.

    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).