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Palatine Hill Wealth Management, LLC: WDFC position timeline

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

Palatine Hill Wealth Management, LLC held 2,800 WDFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,800 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $682,192.

    13F-HR 0002107248-26-000004 filed by Palatine Hill 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 2,800 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $571,032.

    13F-HR 0002107248-26-000003 filed by Palatine Hill 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 2,800 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $551,320.

    13F-HR 0002107248-26-000002 filed by Palatine Hill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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