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Parkwoods Wealth Partners, LLC: DFIC position timeline

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

Parkwoods Wealth Partners, LLC held 153,329 DFIC 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 153,329 shares
    Change vs previous 13F +19,171 shares

    0.92% of the 13F portfolio, value $5,713,020.

    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 134,158 shares
    Change vs previous 13F +17,448 shares

    1.17% of the 13F portfolio, value $4,766,634.

    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 116,710 shares
    Change vs previous 13F +7,548 shares

    1.18% of the 13F portfolio, value $4,021,840.

    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 109,162 shares
    Change vs previous 13F +49,341 shares

    1.22% of the 13F portfolio, value $3,579,433.

    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 59,821 shares
    Change vs previous 13F +22,976 shares

    1.07% of the 13F portfolio, value $1,859,841.

    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 36,845 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,023,177.

    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).