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MOLLER WEALTH PARTNERS: DWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOLLER WEALTH PARTNERS on DWM, newest first. How the timeline and the estimate are built.

MOLLER WEALTH PARTNERS held 97,736 DWM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,736 shares
    Change vs previous 13F -559 shares

    1.29% of the 13F portfolio, value $7,155,673.

    13F-HR 0001475271-26-000006 filed by MOLLER WEALTH PARTNERS
    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 98,295 shares
    Change vs previous 13F -4,462 shares

    1.36% of the 13F portfolio, value $6,869,897.

    13F-HR 0001475271-26-000004 filed by MOLLER WEALTH PARTNERS
    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 102,757 shares
    Change vs previous 13F -450 shares

    1.48% of the 13F portfolio, value $7,065,571.

    13F-HR 0001475271-26-000002 filed by MOLLER WEALTH PARTNERS
    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 103,207 shares
    Change vs previous 13F -3,707 shares

    1.43% of the 13F portfolio, value $6,834,151.

    13F-HR 0001475271-25-000010 filed by MOLLER WEALTH PARTNERS
    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 106,914 shares
    Change vs previous 13F -5,825 shares

    1.5% of the 13F portfolio, value $6,795,454.

    13F-HR 0001475271-25-000008 filed by MOLLER WEALTH PARTNERS
    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 112,739 shares
    Change vs previous 13F -4,340 shares

    1.62% of the 13F portfolio, value $6,556,325.

    13F-HR 0001475271-25-000006 filed by MOLLER WEALTH PARTNERS
    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 117,079 shares
    Change vs previous 13F 0 shares

    1.62% of the 13F portfolio, value $6,169,478.

    13F-HR 0001475271-25-000002 filed by MOLLER WEALTH PARTNERS
    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 117,079 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $6,738,681.

    13F-HR 0001475271-24-000010 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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