Parkwoods Wealth Partners, LLC: DFUS position timeline

Parkwoods Wealth Partners, LLC held 539,447 DFUS 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 539,447 shares

   Change vs previous 13F +15,179 shares

   7.1% of the 13F portfolio, value $44,202,307.

   13F-HR 0002042772-26-000003 filed by Parkwoods Wealth Partners, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 524,268 shares

   Change vs previous 13F +17,134 shares

   9.11% of the 13F portfolio, value $37,175,860.

   13F-HR 0002042772-26-000002 filed by Parkwoods Wealth Partners, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 507,134 shares

   Change vs previous 13F +11,225 shares

   11.07% of the 13F portfolio, value $37,614,144.

   13F-HR 0002042772-26-000001 filed by Parkwoods Wealth Partners, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 495,909 shares

   Change vs previous 13F +104,135 shares

   12.26% of the 13F portfolio, value $35,923,717.

   13F-HR 0002042772-25-000010 filed by Parkwoods Wealth Partners, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 391,774 shares

   Change vs previous 13F +2,663 shares

   15.15% of the 13F portfolio, value $26,256,700.

   13F-HR 0002042772-25-000008 filed by Parkwoods Wealth Partners, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 389,111 shares

   Change vs previous 13F +10,115 shares

   15.9% of the 13F portfolio, value $23,533,455.

   13F-HR 0002042772-25-000006 filed by Parkwoods Wealth Partners, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 378,996 shares

   Change vs previous 13F +1,471 shares

   19.22% of the 13F portfolio, value $24,161,015.

   13F-HR 0002042772-25-000002 filed by Parkwoods Wealth Partners, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 377,525 shares

   Change vs previous 13F not available

   19.32% of the 13F portfolio, value $23,482,062.

   13F-HR 0002022567-24-000004 filed by Parkwoods Wealth Partners, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).