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Henrickson Nauta Wealth Advisors, Inc.: DFSE position timeline

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

Henrickson Nauta Wealth Advisors, Inc. held 20,467 DFSE 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 20,467 shares
    Change vs previous 13F +189 shares

    0.24% of the 13F portfolio, value $1,000,417.

    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 20,278 shares
    Change vs previous 13F -17,828 shares

    0.24% of the 13F portfolio, value $859,173.

    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 38,106 shares
    Change vs previous 13F +19,410 shares

    0.24% of the 13F portfolio, value $1,637,598.

    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 18,696 shares
    Change vs previous 13F +1,071 shares

    0.24% of the 13F portfolio, value $768,219.

    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 17,625 shares
    Change vs previous 13F +188 shares

    0.23% of the 13F portfolio, value $670,808.

    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 17,437 shares
    Change vs previous 13F +6,435 shares

    0.22% of the 13F portfolio, value $546,871.

    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 11,002 shares
    Change vs previous 13F +470 shares

    0.15% of the 13F portfolio, value $364,511.

    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 10,532 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $373,043.

    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).