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Parkwoods Wealth Partners, LLC: DFSD position timeline

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

Parkwoods Wealth Partners, LLC held 972,134 DFSD 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 972,134 shares
    Change vs previous 13F +526,275 shares

    7.46% of the 13F portfolio, value $46,419,402.

    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 445,859 shares
    Change vs previous 13F +207,391 shares

    5.23% of the 13F portfolio, value $21,347,734.

    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 238,468 shares
    Change vs previous 13F +141,406 shares

    3.36% of the 13F portfolio, value $11,434,523.

    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 97,062 shares
    Change vs previous 13F +88,060 shares

    1.6% of the 13F portfolio, value $4,677,415.

    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 9,002 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $432,201.

    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).