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Disclosery

marrick wealth, LLC: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of marrick wealth, LLC on DFAT, newest first. How the timeline and the estimate are built.

marrick wealth, LLC held 34,550 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,550 shares
    Change vs previous 13F +59 shares

    1.71% of the 13F portfolio, value $2,415,045.

    13F-HR 0001951757-26-000992 filed by marrick wealth, 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 34,491 shares
    Change vs previous 13F -528 shares

    1.81% of the 13F portfolio, value $2,153,963.

    13F-HR 0001951757-26-000614 filed by marrick wealth, 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 35,019 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $2,085,031.

    13F-HR 0001951757-26-000427 filed by marrick wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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