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Disclosery

M Wealth Management, LLC: DFUV position timeline

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

M Wealth Management, LLC held 26,461 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,461 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $1,455,620.

    13F-HR 0001172661-26-002811 filed by M 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 26,461 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,282,301.

    13F-HR 0001172661-26-002210 filed by M 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 26,461 shares
    Change vs previous 13F -181 shares

    1.07% of the 13F portfolio, value $1,232,818.

    13F-HR 0001172661-26-000383 filed by M 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 26,642 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $1,190,631.

    13F-HR 0001172661-25-004346 filed by M 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 26,642 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,126,424.

    13F-HR 0001172661-25-003023 filed by M 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 26,642 shares
    Change vs previous 13F -3,210 shares

    1.02% of the 13F portfolio, value $1,097,917.

    13F-HR 0001172661-25-001922 filed by M 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 29,852 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,221,544.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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