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Parkshore Wealth Management, Inc.: DFAE position timeline

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

Parkshore Wealth Management, Inc. held 251,957 DFAE 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 251,957 shares
    Change vs previous 13F +6,121 shares

    2.91% of the 13F portfolio, value $10,131,190.

    13F-HR 0001172661-26-003140 filed by Parkshore Wealth Management, Inc.
    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 245,836 shares
    Change vs previous 13F +47,065 shares

    2.78% of the 13F portfolio, value $8,324,020.

    13F-HR 0001172661-26-001776 filed by Parkshore Wealth Management, Inc.
    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 198,771 shares
    Change vs previous 13F +22,531 shares

    2.43% of the 13F portfolio, value $6,473,983.

    13F-HR 0001172661-26-000530 filed by Parkshore Wealth Management, Inc.
    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 176,240 shares
    Change vs previous 13F +25,186 shares

    2.26% of the 13F portfolio, value $5,556,839.

    13F-HR 0001172661-25-004783 filed by Parkshore Wealth Management, Inc.
    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 151,054 shares
    Change vs previous 13F +12,167 shares

    2.14% of the 13F portfolio, value $4,373,008.

    13F-HR 0001172661-25-002572 filed by Parkshore Wealth Management, Inc.
    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 138,887 shares
    Change vs previous 13F +25,868 shares

    2.09% of the 13F portfolio, value $3,595,780.

    13F-HR 0001172661-25-002430 filed by Parkshore Wealth Management, Inc.
    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 113,019 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,867,285.

    13F-HR 0001172661-25-001105 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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