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Disclosery

EnRich Financial Partners LLC: DFUV position timeline

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

EnRich Financial Partners LLC held 130,198 DFUV 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 130,198 shares
    Change vs previous 13F -1,426 shares

    1.7% of the 13F portfolio, value $7,162,175.

    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 131,624 shares
    Change vs previous 13F -1,198 shares

    1.69% of the 13F portfolio, value $6,378,484.

    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 132,822 shares
    Change vs previous 13F -2,515 shares

    1.69% of the 13F portfolio, value $6,188,162.

    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 135,337 shares
    Change vs previous 13F -1,152 shares

    1.72% of the 13F portfolio, value $6,048,196.

    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 136,489 shares
    Change vs previous 13F -2,689 shares

    1.77% of the 13F portfolio, value $5,770,758.

    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 139,178 shares
    Change vs previous 13F -1,590 shares

    1.93% of the 13F portfolio, value $5,735,544.

    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 140,768 shares
    Change vs previous 13F -1,087 shares

    1.92% of the 13F portfolio, value $5,760,264.

    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 141,855 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $5,913,948.

    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).