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Parkshore Wealth Management, Inc.: DFLV position timeline

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

Parkshore Wealth Management, Inc. held 18,239 DFLV 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 18,239 shares
    Change vs previous 13F -750 shares

    0.21% of the 13F portfolio, value $721,160.

    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 18,989 shares
    Change vs previous 13F +1,551 shares

    0.23% of the 13F portfolio, value $678,100.

    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 17,438 shares
    Change vs previous 13F +1,067 shares

    0.22% of the 13F portfolio, value $596,537.

    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 16,371 shares
    Change vs previous 13F -57 shares

    0.22% of the 13F portfolio, value $538,610.

    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 16,428 shares
    Change vs previous 13F +272 shares

    0.25% of the 13F portfolio, value $509,600.

    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 16,156 shares
    Change vs previous 13F -309 shares

    0.29% of the 13F portfolio, value $493,895.

    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 16,465 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $494,434.

    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).