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Parkshore Wealth Management, Inc.: DFAT position timeline

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

Parkshore Wealth Management, Inc. held 107,010 DFAT 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 107,010 shares
    Change vs previous 13F -4,781 shares

    2.15% of the 13F portfolio, value $7,480,005.

    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 111,791 shares
    Change vs previous 13F +318 shares

    2.33% of the 13F portfolio, value $6,981,323.

    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 111,473 shares
    Change vs previous 13F -1,169 shares

    2.49% of the 13F portfolio, value $6,637,115.

    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 112,642 shares
    Change vs previous 13F -447 shares

    2.67% of the 13F portfolio, value $6,556,888.

    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 113,089 shares
    Change vs previous 13F +19,820 shares

    2.98% of the 13F portfolio, value $6,102,301.

    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 93,269 shares
    Change vs previous 13F -1,750 shares

    2.79% of the 13F portfolio, value $4,802,416.

    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 95,019 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,288,748.

    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).