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Disclosery

Parkwoods Wealth Partners, LLC: DFAX position timeline

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

Parkwoods Wealth Partners, LLC held 96,971 DFAX 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 96,971 shares
    Change vs previous 13F -2,165 shares

    0.57% of the 13F portfolio, value $3,572,419.

    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 99,136 shares
    Change vs previous 13F -544 shares

    0.83% of the 13F portfolio, value $3,367,641.

    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 99,680 shares
    Change vs previous 13F -2,255 shares

    0.96% of the 13F portfolio, value $3,262,531.

    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 101,935 shares
    Change vs previous 13F +66,379 shares

    1.09% of the 13F portfolio, value $3,198,737.

    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 35,556 shares
    Change vs previous 13F +5,444 shares

    0.6% of the 13F portfolio, value $1,044,294.

    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 30,112 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $788,929.

    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).