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Oakwell Private Wealth Management, LLC: DFGX position timeline

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

Oakwell Private Wealth Management, LLC held 310,477 DFGX 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 310,477 shares
    Change vs previous 13F +5,438 shares

    2.76% of the 13F portfolio, value $16,639,953.

    13F-HR 0001941040-26-000497 filed by Oakwell Private 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 305,039 shares
    Change vs previous 13F +12,045 shares

    2.86% of the 13F portfolio, value $15,999,448.

    13F-HR 0001941040-26-000290 filed by Oakwell Private 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 292,994 shares
    Change vs previous 13F +31,164 shares

    2.88% of the 13F portfolio, value $15,421,741.

    13F-HR 0001941040-26-000059 filed by Oakwell Private Wealth Management, 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 261,830 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $14,128,347.

    13F-HR 0001941040-25-000622 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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