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Parkwoods Wealth Partners, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parkwoods Wealth Partners, LLC on DFAE, newest first. How the timeline and the estimate are built.

Parkwoods Wealth Partners, LLC held 349,950 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 349,950 shares
    Change vs previous 13F +74,245 shares

    2.26% of the 13F portfolio, value $14,071,506.

    13F-HR 0002042772-26-000003 filed by Parkwoods Wealth Partners, LLC
    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 275,705 shares
    Change vs previous 13F +50,628 shares

    2.29% of the 13F portfolio, value $9,335,384.

    13F-HR 0002042772-26-000002 filed by Parkwoods Wealth Partners, LLC
    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 225,077 shares
    Change vs previous 13F +33,869 shares

    2.16% of the 13F portfolio, value $7,330,743.

    13F-HR 0002042772-26-000001 filed by Parkwoods Wealth Partners, LLC
    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 191,208 shares
    Change vs previous 13F +106,737 shares

    2.06% of the 13F portfolio, value $6,028,801.

    13F-HR 0002042772-25-000010 filed by Parkwoods Wealth Partners, LLC
    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 84,471 shares
    Change vs previous 13F +7,031 shares

    1.41% of the 13F portfolio, value $2,445,437.

    13F-HR 0002042772-25-000008 filed by Parkwoods Wealth Partners, LLC
    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 77,440 shares
    Change vs previous 13F +33,140 shares

    1.35% of the 13F portfolio, value $2,004,909.

    13F-HR 0002042772-25-000006 filed by Parkwoods Wealth Partners, LLC
    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 44,300 shares
    Change vs previous 13F +25,722 shares

    0.89% of the 13F portfolio, value $1,123,887.

    13F-HR 0002042772-25-000002 filed by Parkwoods Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,578 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $509,233.

    13F-HR 0002022567-24-000004 filed by Parkwoods Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).