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Parkshore Wealth Management, Inc.: DFAI position timeline

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

Parkshore Wealth Management, Inc. held 558,989 DFAI 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 558,989 shares
    Change vs previous 13F +57,102 shares

    6.62% of the 13F portfolio, value $23,058,308.

    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 501,887 shares
    Change vs previous 13F +131,302 shares

    6.54% of the 13F portfolio, value $19,553,537.

    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 370,585 shares
    Change vs previous 13F +68,729 shares

    5.3% of the 13F portfolio, value $14,122,997.

    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 301,856 shares
    Change vs previous 13F +50,181 shares

    4.47% of the 13F portfolio, value $10,972,457.

    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 251,675 shares
    Change vs previous 13F -67,627 shares

    4.25% of the 13F portfolio, value $8,700,417.

    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 319,302 shares
    Change vs previous 13F +48,385 shares

    5.8% of the 13F portfolio, value $9,971,797.

    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 270,917 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $7,910,762.

    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).