Skip to content
Disclosery

Peninsula Wealth, LLC: DFUV position timeline

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

Peninsula Wealth, LLC held 48,335 DFUV 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 48,335 shares
    Change vs previous 13F +117 shares

    0.34% of the 13F portfolio, value $1,977,866.

    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 48,218 shares
    Change vs previous 13F +119 shares

    0.36% of the 13F portfolio, value $2,056,477.

    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 48,099 shares
    Change vs previous 13F -7,519 shares

    0.36% of the 13F portfolio, value $1,932,598.

    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 55,618 shares
    Change vs previous 13F +126 shares

    0.45% of the 13F portfolio, value $2,274,793.

    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 55,492 shares
    Change vs previous 13F -3,127 shares

    0.43% of the 13F portfolio, value $2,065,420.

    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 58,619 shares
    Change vs previous 13F -50,270 shares

    0.45% of the 13F portfolio, value $1,906,891.

    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 108,889 shares
    Change vs previous 13F +1,788 shares

    0.98% of the 13F portfolio, value $3,756,682.

    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 107,101 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,585,730.

    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).