Parkwoods Wealth Partners, LLC: DFAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parkwoods Wealth Partners, LLC on DFAT, newest first. How the timeline and the estimate are built.
Parkwoods Wealth Partners, LLC held 925,410 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 925,410 sharesChange vs previous 13F +13,058 shares
10.39% of the 13F portfolio, value $64,686,130.
13F-HR 0002042772-26-000003 filed by Parkwoods Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 912,352 sharesChange vs previous 13F +44,431 shares
13.97% of the 13F portfolio, value $56,976,382.
13F-HR 0002042772-26-000002 filed by Parkwoods Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 867,921 sharesChange vs previous 13F +15,293 shares
15.2% of the 13F portfolio, value $51,676,043.
13F-HR 0002042772-26-000001 filed by Parkwoods Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 852,628 sharesChange vs previous 13F +212,382 shares
16.93% of the 13F portfolio, value $49,631,464.
13F-HR 0002042772-25-000010 filed by Parkwoods Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 640,246 sharesChange vs previous 13F +9,838 shares
19.93% of the 13F portfolio, value $34,547,650.
13F-HR 0002042772-25-000008 filed by Parkwoods Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 630,408 sharesChange vs previous 13F +44,656 shares
21.93% of the 13F portfolio, value $32,459,687.
13F-HR 0002042772-25-000006 filed by Parkwoods Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 585,752 sharesChange vs previous 13F +18,846 shares
25.93% of the 13F portfolio, value $32,602,944.
13F-HR 0002042772-25-000002 filed by Parkwoods Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 566,906 sharesChange vs previous 13F not available
25.94% of the 13F portfolio, value $31,537,006.
13F-HR 0002022567-24-000004 filed by Parkwoods Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).