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MilWealth Group LLC: DFGP position timeline

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

MilWealth Group LLC held 556,533 DFGP 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 556,533 shares
    Change vs previous 13F +44,184 shares

    6.46% of the 13F portfolio, value $30,308,765.

    13F-HR 0001972750-26-000005 filed by MilWealth Group 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 512,349 shares
    Change vs previous 13F +14,592 shares

    6.58% of the 13F portfolio, value $27,661,721.

    13F-HR 0001972750-26-000004 filed by MilWealth Group 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 497,757 shares
    Change vs previous 13F +19,123 shares

    6.41% of the 13F portfolio, value $26,913,720.

    13F-HR 0001972750-26-000001 filed by MilWealth Group LLC
    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 478,634 shares
    Change vs previous 13F +13,171 shares

    6.48% of the 13F portfolio, value $26,597,690.

    13F-HR 0001972750-25-000008 filed by MilWealth Group LLC
    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 465,463 shares
    Change vs previous 13F -972 shares

    6.53% of the 13F portfolio, value $25,363,067.

    13F-HR 0001972750-25-000006 filed by MilWealth Group LLC
    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 466,435 shares
    Change vs previous 13F +10,559 shares

    6.86% of the 13F portfolio, value $24,921,611.

    13F-HR 0001972750-25-000004 filed by MilWealth Group LLC
    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 455,876 shares
    Change vs previous 13F +19,545 shares

    6.57% of the 13F portfolio, value $24,083,923.

    13F-HR 0001972750-25-000002 filed by MilWealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 436,331 shares
    Change vs previous 13F not available

    7.05% of the 13F portfolio, value $24,041,832.

    13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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