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FAMILY WEALTH PARTNERS, LLC: DFSD position timeline

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

FAMILY WEALTH PARTNERS, LLC held 217,274 DFSD 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 217,274 shares
    Change vs previous 13F +8,883 shares

    3.18% of the 13F portfolio, value $10,374,816.

    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 208,391 shares
    Change vs previous 13F +26,438 shares

    3.41% of the 13F portfolio, value $9,977,732.

    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 181,953 shares
    Change vs previous 13F +10,817 shares

    3.14% of the 13F portfolio, value $8,724,625.

    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 171,136 shares
    Change vs previous 13F +8,962 shares

    3.09% of the 13F portfolio, value $8,247,027.

    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 162,174 shares
    Change vs previous 13F +9,208 shares

    3.12% of the 13F portfolio, value $7,785,977.

    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 152,966 shares
    Change vs previous 13F +11,562 shares

    3.32% of the 13F portfolio, value $7,268,953.

    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 141,404 shares
    Change vs previous 13F +24,179 shares

    3.15% of the 13F portfolio, value $6,629,037.

    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 117,225 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $5,596,322.

    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).