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Disclosery

EnRich Financial Partners LLC: DFSU position timeline

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

EnRich Financial Partners LLC held 30,759 DFSU 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 30,759 shares
    Change vs previous 13F -1,763 shares

    0.34% of the 13F portfolio, value $1,434,312.

    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 32,522 shares
    Change vs previous 13F -675 shares

    0.35% of the 13F portfolio, value $1,336,317.

    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 33,197 shares
    Change vs previous 13F -507 shares

    0.39% of the 13F portfolio, value $1,441,739.

    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 33,704 shares
    Change vs previous 13F +251 shares

    0.41% of the 13F portfolio, value $1,431,481.

    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 33,453 shares
    Change vs previous 13F -3,609 shares

    0.4% of the 13F portfolio, value $1,313,021.

    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 37,062 shares
    Change vs previous 13F -1,643 shares

    0.45% of the 13F portfolio, value $1,327,195.

    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 38,705 shares
    Change vs previous 13F +3 shares

    0.49% of the 13F portfolio, value $1,466,929.

    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 38,702 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,438,947.

    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).