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Disclosery

marrick wealth, LLC: DFUS position timeline

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

marrick wealth, LLC held 11,333 DFUS 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 11,333 shares
    Change vs previous 13F -6 shares

    0.66% of the 13F portfolio, value $928,626.

    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 11,339 shares
    Change vs previous 13F +5,698 shares

    0.68% of the 13F portfolio, value $804,048.

    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 5,641 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $418,393.

    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).