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Parkwoods Wealth Partners, LLC: DFIV position timeline

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

Parkwoods Wealth Partners, LLC held 839,208 DFIV 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 839,208 shares
    Change vs previous 13F +70,757 shares

    7.28% of the 13F portfolio, value $45,334,033.

    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 768,451 shares
    Change vs previous 13F +72,273 shares

    9.94% of the 13F portfolio, value $40,558,834.

    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 696,178 shares
    Change vs previous 13F +43,591 shares

    10.22% of the 13F portfolio, value $34,739,295.

    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 652,587 shares
    Change vs previous 13F +165,167 shares

    10.27% of the 13F portfolio, value $30,097,306.

    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 487,420 shares
    Change vs previous 13F +19,926 shares

    12.04% of the 13F portfolio, value $20,876,217.

    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 467,494 shares
    Change vs previous 13F +50,134 shares

    12.43% of the 13F portfolio, value $18,400,549.

    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 417,360 shares
    Change vs previous 13F +18,331 shares

    11.78% of the 13F portfolio, value $14,807,935.

    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 399,029 shares
    Change vs previous 13F not available

    12.5% of the 13F portfolio, value $15,195,042.

    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).