Henrickson Nauta Wealth Advisors, Inc.: DFIC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Henrickson Nauta Wealth Advisors, Inc. on DFIC, newest first. How the timeline and the estimate are built.
Henrickson Nauta Wealth Advisors, Inc. held 1,417,906 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 1,417,906 sharesChange vs previous 13F +76,849 shares
12.87% of the 13F portfolio, value $52,831,133.
13F-HR 0001951757-26-000941 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,341,057 sharesChange vs previous 13F -1,158,077 shares
13.37% of the 13F portfolio, value $47,647,452.
13F-HR 0001951757-26-000623 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,499,134 sharesChange vs previous 13F +1,455,684 shares
12.97% of the 13F portfolio, value $87,894,542.
13F-HR 0001951757-26-000021 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,043,450 sharesChange vs previous 13F +71,880 shares
10.82% of the 13F portfolio, value $34,214,716.
13F-HR 0001951757-25-001164 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 971,570 sharesChange vs previous 13F +112,373 shares
10.45% of the 13F portfolio, value $30,206,075.
13F-HR 0001951757-25-000584 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 859,197 sharesChange vs previous 13F +184,527 shares
9.25% of the 13F portfolio, value $22,596,487.
13F-HR 0001951757-25-000352 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 674,670 sharesChange vs previous 13F +133,432 shares
7.09% of the 13F portfolio, value $17,436,859.
13F-HR 0001951757-25-000017 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 541,238 sharesChange vs previous 13F not available
6.05% of the 13F portfolio, value $15,230,469.
13F-HR 0001951757-24-001015 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).