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Parkwoods Wealth Partners, LLC: DFAW position timeline

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

Parkwoods Wealth Partners, LLC held 40,968 DFAW 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 40,968 shares
    Change vs previous 13F +5,027 shares

    0.54% of the 13F portfolio, value $3,391,754.

    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 35,941 shares
    Change vs previous 13F +11,040 shares

    0.65% of the 13F portfolio, value $2,651,737.

    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 24,901 shares
    Change vs previous 13F +3,612 shares

    0.54% of the 13F portfolio, value $1,842,176.

    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 21,289 shares
    Change vs previous 13F +3,530 shares

    0.52% of the 13F portfolio, value $1,529,822.

    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 17,759 shares
    Change vs previous 13F +4,768 shares

    0.69% of the 13F portfolio, value $1,191,253.

    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 12,991 shares
    Change vs previous 13F +8,015 shares

    0.54% of the 13F portfolio, value $796,088.

    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 4,976 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $310,780.

    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).