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Disclosery

Parkworth Wealth Management, Inc.: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parkworth Wealth Management, Inc. on DFUS, newest first. How the timeline and the estimate are built.

Parkworth Wealth Management, Inc. held 40,485 DFUS shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 40,485 shares
    Change vs previous 13F -3,203 shares

    1.96% of the 13F portfolio, value $2,713,290.

    13F-HR 0001463217-25-000006 filed by Parkworth Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 43,688 shares
    Change vs previous 13F +4,771 shares

    2.11% of the 13F portfolio, value $2,642,255.

    13F-HR 0002026602-25-000003 filed by Parkworth Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 38,917 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,481,019.

    13F-HR 0002026602-25-000001 filed by Parkworth Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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