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FAMILY WEALTH PARTNERS, LLC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAMILY WEALTH PARTNERS, LLC on DFEM, newest first. How the timeline and the estimate are built.

FAMILY WEALTH PARTNERS, LLC held 355,940 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,940 shares
    Change vs previous 13F +16,433 shares

    4.44% of the 13F portfolio, value $14,465,406.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH 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 339,507 shares
    Change vs previous 13F +37,077 shares

    4% of the 13F portfolio, value $11,725,574.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH 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 302,430 shares
    Change vs previous 13F -9,254 shares

    3.61% of the 13F portfolio, value $10,004,399.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH 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 311,684 shares
    Change vs previous 13F -1,669 shares

    3.75% of the 13F portfolio, value $9,995,709.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH 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 313,353 shares
    Change vs previous 13F +6,736 shares

    3.72% of the 13F portfolio, value $9,300,329.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH 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 306,617 shares
    Change vs previous 13F +20,946 shares

    3.7% of the 13F portfolio, value $8,113,083.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH 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 285,671 shares
    Change vs previous 13F +56,916 shares

    3.56% of the 13F portfolio, value $7,481,725.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH 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 228,755 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $6,439,450.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).