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Disclosery

marrick wealth, LLC: DFAX position timeline

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

marrick wealth, LLC held 664,948 DFAX 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 664,948 shares
    Change vs previous 13F +11,898 shares

    17.39% of the 13F portfolio, value $24,496,701.

    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 653,050 shares
    Change vs previous 13F +1,068 shares

    18.66% of the 13F portfolio, value $22,184,102.

    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 651,982 shares
    Change vs previous 13F not available

    17.47% of the 13F portfolio, value $21,339,359.

    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).