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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

  1. period ended2026-06-30
    13F 925,410 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 912,352 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 867,921 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 852,628 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 640,246 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 630,408 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 585,752 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 566,906 shares
    Change 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), ingested

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