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Keyes, Stange & Wooten Wealth Management, LLC: DFSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keyes, Stange & Wooten Wealth Management, LLC on DFSD, newest first. How the timeline and the estimate are built.

Keyes, Stange & Wooten Wealth Management, LLC held 541,966 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 541,966 shares
    Change vs previous 13F +49,217 shares

    10.33% of the 13F portfolio, value $25,878,857.

    13F-HR 0001420506-26-001257 filed by Keyes, Stange & Wooten Wealth Management, 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 492,749 shares
    Change vs previous 13F -56,403 shares

    10.53% of the 13F portfolio, value $23,592,830.

    13F-HR 0001420506-26-000745 filed by Keyes, Stange & Wooten Wealth Management, 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 549,152 shares
    Change vs previous 13F +26,089 shares

    12.48% of the 13F portfolio, value $26,331,836.

    13F-HR 0001420506-26-000247 filed by Keyes, Stange & Wooten Wealth Management, 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 523,063 shares
    Change vs previous 13F +20,397 shares

    12.2% of the 13F portfolio, value $25,206,386.

    13F-HR 0001420506-25-003489 filed by Keyes, Stange & Wooten Wealth Management, 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 502,666 shares
    Change vs previous 13F -5,524 shares

    12.53% of the 13F portfolio, value $24,133,014.

    13F-HR 0001420506-25-001811 filed by Keyes, Stange & Wooten Wealth Management, 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 508,190 shares
    Change vs previous 13F +38,426 shares

    13.73% of the 13F portfolio, value $24,149,208.

    13F-HR 0001420506-25-000869 filed by Keyes, Stange & Wooten Wealth Management, 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 469,764 shares
    Change vs previous 13F +46,964 shares

    12.98% of the 13F portfolio, value $22,022,526.

    13F-HR 0001420506-25-000347 filed by Keyes, Stange & Wooten Wealth Management, 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 422,800 shares
    Change vs previous 13F not available

    11.98% of the 13F portfolio, value $20,184,471.

    13F-HR 0001420506-24-002282 filed by Keyes, Stange & Wooten Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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