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Disclosery

EnRich Financial Partners LLC: DFUS position timeline

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

EnRich Financial Partners LLC held 96,228 DFUS 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 96,228 shares
    Change vs previous 13F -681 shares

    1.87% of the 13F portfolio, value $7,884,889.

    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 96,909 shares
    Change vs previous 13F -171 shares

    1.82% of the 13F portfolio, value $6,871,820.

    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 97,080 shares
    Change vs previous 13F -367 shares

    1.96% of the 13F portfolio, value $7,200,400.

    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 97,447 shares
    Change vs previous 13F -426 shares

    2.01% of the 13F portfolio, value $7,059,051.

    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 97,873 shares
    Change vs previous 13F +7,764 shares

    2.01% of the 13F portfolio, value $6,559,445.

    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 90,109 shares
    Change vs previous 13F -1,836 shares

    1.83% of the 13F portfolio, value $5,449,765.

    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 91,945 shares
    Change vs previous 13F -909 shares

    1.95% of the 13F portfolio, value $5,861,512.

    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 92,854 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $5,775,509.

    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).