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Henrickson Nauta Wealth Advisors, Inc.: DFSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Henrickson Nauta Wealth Advisors, Inc. on DFSD, newest first. How the timeline and the estimate are built.

Henrickson Nauta Wealth Advisors, Inc. held 59,382 DFSD 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 59,382 shares
    Change vs previous 13F -2,912 shares

    0.69% of the 13F portfolio, value $2,835,486.

    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 62,294 shares
    Change vs previous 13F -63,244 shares

    0.84% of the 13F portfolio, value $2,982,632.

    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 125,538 shares
    Change vs previous 13F +61,934 shares

    0.89% of the 13F portfolio, value $6,029,580.

    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 63,604 shares
    Change vs previous 13F -8,484 shares

    0.97% of the 13F portfolio, value $3,065,068.

    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 72,088 shares
    Change vs previous 13F -2,999 shares

    1.2% of the 13F portfolio, value $3,460,936.

    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 75,087 shares
    Change vs previous 13F +1,723 shares

    1.45% of the 13F portfolio, value $3,543,347.

    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 73,364 shares
    Change vs previous 13F +2,133 shares

    1.4% of the 13F portfolio, value $3,439,301.

    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 71,231 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,400,554.

    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).