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FAMILY WEALTH PARTNERS, LLC: DLS position timeline

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

FAMILY WEALTH PARTNERS, LLC held 35,382 DLS 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 35,382 shares
    Change vs previous 13F -209 shares

    0.91% of the 13F portfolio, value $2,964,641.

    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 35,591 shares
    Change vs previous 13F -1,146 shares

    0.99% of the 13F portfolio, value $2,900,677.

    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 36,737 shares
    Change vs previous 13F -1,690 shares

    1.07% of the 13F portfolio, value $2,976,054.

    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 38,427 shares
    Change vs previous 13F -258 shares

    1.15% of the 13F portfolio, value $3,055,354.

    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 38,685 shares
    Change vs previous 13F -82 shares

    1.16% of the 13F portfolio, value $2,905,593.

    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 38,767 shares
    Change vs previous 13F -710 shares

    1.17% of the 13F portfolio, value $2,558,709.

    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 39,477 shares
    Change vs previous 13F +3,777 shares

    1.18% of the 13F portfolio, value $2,485,048.

    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 35,700 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,465,085.

    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).