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Parkshore Wealth Management, Inc.: DFIC position timeline

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

Parkshore Wealth Management, Inc. held 49,601 DFIC 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 49,601 shares
    Change vs previous 13F +426 shares

    0.53% of the 13F portfolio, value $1,848,147.

    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 49,175 shares
    Change vs previous 13F +25 shares

    0.58% of the 13F portfolio, value $1,747,195.

    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 49,150 shares
    Change vs previous 13F +4,930 shares

    0.64% of the 13F portfolio, value $1,693,704.

    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 44,220 shares
    Change vs previous 13F +2,704 shares

    0.59% of the 13F portfolio, value $1,449,974.

    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 41,516 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,290,732.

    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).