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Disclosery

Peninsula Wealth, LLC: DFIC position timeline

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

Peninsula Wealth, LLC held 60,485 DFIC 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 60,485 shares
    Change vs previous 13F +424 shares

    0.27% of the 13F portfolio, value $1,563,230.

    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 60,061 shares
    Change vs previous 13F -4,017 shares

    0.29% of the 13F portfolio, value $1,651,985.

    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 64,078 shares
    Change vs previous 13F -3,953 shares

    0.33% of the 13F portfolio, value $1,752,844.

    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).

  4. period ended2024-03-31
    13F/A 68,031 shares
    Change vs previous 13F -2,581 shares

    0.36% of the 13F portfolio, value $1,819,837.

    13F-HR/A 0001085146-24-002680 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).

  5. period ended2023-12-31
    13F 70,612 shares
    Change vs previous 13F -848 shares

    0.37% of the 13F portfolio, value $1,802,721.

    13F-HR 0001085146-24-001393 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).

  6. period ended2023-09-30
    13F 71,460 shares
    Change vs previous 13F -6,113 shares

    0.38% of the 13F portfolio, value $1,603,552.

    13F-HR 0001085146-23-004267 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).

  7. period ended2023-06-30
    13F 77,573 shares
    Change vs previous 13F +1,646 shares

    0.49% of the 13F portfolio, value $1,882,686.

    13F-HR 0001085146-23-003449 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).

  8. period ended2023-03-31
    13F 75,927 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,827,180.

    13F-HR 0001085146-23-002274 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).