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Disclosery

&PARTNERS: DWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on DWM, newest first. How the timeline and the estimate are built.

&PARTNERS held 24,727 DWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,727 shares
    Change vs previous 13F +473 shares

    0.01% of the 13F portfolio, value $1,810,358.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 24,254 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $1,695,857.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 24,253 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $1,667,630.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 24,249 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $1,605,696.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 24,342 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $1,547,157.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 24,330 shares
    Change vs previous 13F -849 shares

    0.02% of the 13F portfolio, value $1,420,656.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 25,179 shares
    Change vs previous 13F +509 shares

    0.02% of the 13F portfolio, value $1,327,151.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 24,670 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,419,937.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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