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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

  1. period ended2026-06-30
    13F 1,417,906 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,341,057 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 2,499,134 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 1,043,450 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 971,570 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 859,197 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 674,670 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 541,238 shares
    Change 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), ingested

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