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Disclosery

Peninsula Wealth, LLC: DBEF position timeline

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

Peninsula Wealth, LLC held 27,764 DBEF shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 27,764 shares
    Change vs previous 13F +3,297 shares

    0.2% of the 13F portfolio, value $1,149,432.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 24,467 shares
    Change vs previous 13F +12,314 shares

    0.18% of the 13F portfolio, value $1,032,018.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 12,153 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $516,259.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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