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McCartney Wealth Management LLC: DFEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCartney Wealth Management LLC on DFEV, newest first. How the timeline and the estimate are built.

McCartney Wealth Management LLC held 119,413 DFEV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,413 shares
    Change vs previous 13F +2,678 shares

    3.86% of the 13F portfolio, value $5,094,993.

    13F-HR 0002110693-26-000003 filed by McCartney Wealth Management 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 116,735 shares
    Change vs previous 13F -1,001 shares

    3.52% of the 13F portfolio, value $4,176,781.

    13F-HR 0002110693-26-000002 filed by McCartney Wealth Management 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 117,736 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $3,972,406.

    13F-HR 0002110693-26-000001 filed by McCartney Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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