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Disclosery

Peninsula Wealth, LLC: DFLV position timeline

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

Peninsula Wealth, LLC held 95,133 DFLV 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 95,133 shares
    Change vs previous 13F +372 shares

    0.49% of the 13F portfolio, value $2,856,838.

    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 94,761 shares
    Change vs previous 13F -9,127 shares

    0.52% of the 13F portfolio, value $2,983,068.

    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 103,888 shares
    Change vs previous 13F +7,867 shares

    0.57% of the 13F portfolio, value $3,061,568.

    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 96,021 shares
    Change vs previous 13F -7,626 shares

    0.57% of the 13F portfolio, value $2,879,665.

    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 103,647 shares
    Change vs previous 13F +4,279 shares

    0.58% of the 13F portfolio, value $2,803,652.

    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 99,368 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,361,988.

    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).