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Disclosery

FAMILY WEALTH PARTNERS, LLC: DFIV position timeline

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

FAMILY WEALTH PARTNERS, LLC held 19,012 DFIV 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 19,012 shares
    Change vs previous 13F -39 shares

    0.32% of the 13F portfolio, value $1,027,028.

    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 19,051 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,005,512.

    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 19,051 shares
    Change vs previous 13F +23 shares

    0.34% of the 13F portfolio, value $950,645.

    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 19,028 shares
    Change vs previous 13F +1,111 shares

    0.33% of the 13F portfolio, value $877,571.

    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 17,917 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $767,385.

    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).