Skip to content
Disclosery

LWM Advisory Services, LLC: DFIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM Advisory Services, LLC on DFIS, newest first. How the timeline and the estimate are built.

LWM Advisory Services, LLC held 8,999 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,999 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $315,217.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).