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Parkwoods Wealth Partners, LLC: DFUV position timeline

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

Parkwoods Wealth Partners, LLC held 1,063,093 DFUV 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 1,063,093 shares
    Change vs previous 13F +38,217 shares

    9.4% of the 13F portfolio, value $58,480,765.

    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 1,024,876 shares
    Change vs previous 13F +82,541 shares

    12.18% of the 13F portfolio, value $49,665,490.

    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 942,335 shares
    Change vs previous 13F +18,087 shares

    12.92% of the 13F portfolio, value $43,903,391.

    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 924,248 shares
    Change vs previous 13F +232,052 shares

    14.09% of the 13F portfolio, value $41,304,627.

    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 692,196 shares
    Change vs previous 13F +14,808 shares

    16.89% of the 13F portfolio, value $29,266,054.

    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 677,388 shares
    Change vs previous 13F +22,975 shares

    18.86% of the 13F portfolio, value $27,915,142.

    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 654,413 shares
    Change vs previous 13F +21,291 shares

    21.3% of the 13F portfolio, value $26,778,597.

    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 633,122 shares
    Change vs previous 13F not available

    21.71% of the 13F portfolio, value $26,394,839.

    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).