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Disclosery

marrick wealth, LLC: DFSU position timeline

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

marrick wealth, LLC held 7,255 DFSU 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 7,255 shares
    Change vs previous 13F -3 shares

    0.24% of the 13F portfolio, value $338,284.

    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 7,258 shares
    Change vs previous 13F -120 shares

    0.25% of the 13F portfolio, value $298,238.

    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 7,378 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $320,413.

    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).