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McCartney Wealth Management LLC: DFIP position timeline

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

McCartney Wealth Management LLC held 106,130 DFIP 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 106,130 shares
    Change vs previous 13F +6,119 shares

    3.32% of the 13F portfolio, value $4,378,393.

    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 100,011 shares
    Change vs previous 13F +1,563 shares

    3.51% of the 13F portfolio, value $4,172,459.

    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 98,448 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $4,091,007.

    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).