Skip to content
Disclosery

Long Island Wealth Management, Inc.: DFLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Island Wealth Management, Inc. on DFLV, newest first. How the timeline and the estimate are built.

Long Island Wealth Management, Inc. held 23,596 DFLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,596 shares
    Change vs previous 13F +1,450 shares

    0.39% of the 13F portfolio, value $932,986.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, 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 22,146 shares
    Change vs previous 13F +14,619 shares

    0.37% of the 13F portfolio, value $790,834.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, 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 7,527 shares
    Change vs previous 13F +380 shares

    0.12% of the 13F portfolio, value $257,499.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, 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 7,147 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $235,136.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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