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Parkwoods Wealth Partners, LLC: DFLV position timeline

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

Parkwoods Wealth Partners, LLC held 82,407 DFLV 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 82,407 shares
    Change vs previous 13F +53,477 shares

    0.52% of the 13F portfolio, value $3,258,376.

    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 28,930 shares
    Change vs previous 13F +64 shares

    0.25% of the 13F portfolio, value $1,033,084.

    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 28,866 shares
    Change vs previous 13F +2,165 shares

    0.29% of the 13F portfolio, value $987,506.

    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 26,701 shares
    Change vs previous 13F +9,885 shares

    0.3% of the 13F portfolio, value $878,454.

    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 16,816 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $521,619.

    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).