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MASTER'S WEALTH MANAGEMENT INC.: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MASTER'S WEALTH MANAGEMENT INC. on DFAX, newest first. How the timeline and the estimate are built.

MASTER'S WEALTH MANAGEMENT INC. held 1,424,036 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,424,036 shares
    Change vs previous 13F +29,220 shares

    15.79% of the 13F portfolio, value $52,461,469.

    13F-HR 0001951757-26-001168 filed by MASTER'S WEALTH MANAGEMENT INC.
    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 1,394,816 shares
    Change vs previous 13F +7,464 shares

    16.05% of the 13F portfolio, value $47,381,894.

    13F-HR 0001951757-26-000716 filed by MASTER'S WEALTH MANAGEMENT INC.
    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 1,387,352 shares
    Change vs previous 13F +62,814 shares

    16.33% of the 13F portfolio, value $45,408,040.

    13F-HR 0001951757-26-000264 filed by MASTER'S WEALTH MANAGEMENT INC.
    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 1,324,538 shares
    Change vs previous 13F -1,985 shares

    18.04% of the 13F portfolio, value $41,563,995.

    13F-HR 0001951757-25-001261 filed by MASTER'S WEALTH MANAGEMENT INC.
    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 1,326,523 shares
    Change vs previous 13F +32,381 shares

    18.18% of the 13F portfolio, value $38,959,983.

    13F-HR 0001951757-25-000985 filed by MASTER'S WEALTH MANAGEMENT INC.
    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 1,294,142 shares
    Change vs previous 13F +32,271 shares

    17.8% of the 13F portfolio, value $33,906,529.

    13F-HR 0001951757-25-000443 filed by MASTER'S WEALTH MANAGEMENT INC.
    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 1,261,871 shares
    Change vs previous 13F not available

    16.75% of the 13F portfolio, value $31,370,113.

    13F-HR 0001951757-25-000258 filed by MASTER'S WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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