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Disclosery

Parkwoods Wealth Partners, LLC: DFIS position timeline

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

Parkwoods Wealth Partners, LLC held 130,671 DFIS 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 130,671 shares
    Change vs previous 13F +34,379 shares

    0.74% of the 13F portfolio, value $4,577,406.

    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 96,292 shares
    Change vs previous 13F +10,040 shares

    0.79% of the 13F portfolio, value $3,242,161.

    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 86,252 shares
    Change vs previous 13F +7,884 shares

    0.84% of the 13F portfolio, value $2,841,148.

    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 78,368 shares
    Change vs previous 13F +48,936 shares

    0.85% of the 13F portfolio, value $2,478,770.

    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 29,432 shares
    Change vs previous 13F +2,971 shares

    0.51% of the 13F portfolio, value $878,240.

    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 26,461 shares
    Change vs previous 13F +7,310 shares

    0.46% of the 13F portfolio, value $683,739.

    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 19,151 shares
    Change vs previous 13F +11,686 shares

    0.37% of the 13F portfolio, value $470,244.

    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 7,465 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $200,288.

    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).