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Parkshore Wealth Management, Inc.: DFAW position timeline

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

Parkshore Wealth Management, Inc. held 50,659 DFAW 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 50,659 shares
    Change vs previous 13F +10,741 shares

    1.2% of the 13F portfolio, value $4,194,056.

    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 39,918 shares
    Change vs previous 13F +3,684 shares

    0.98% of the 13F portfolio, value $2,945,174.

    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 36,234 shares
    Change vs previous 13F +5,122 shares

    1.01% of the 13F portfolio, value $2,680,602.

    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 31,112 shares
    Change vs previous 13F +3,053 shares

    0.91% of the 13F portfolio, value $2,235,703.

    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 28,059 shares
    Change vs previous 13F +1,012 shares

    0.92% of the 13F portfolio, value $1,882,208.

    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 27,047 shares
    Change vs previous 13F +3,922 shares

    0.96% of the 13F portfolio, value $1,657,459.

    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 23,125 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,444,366.

    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).