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PENOBSCOT WEALTH MANAGEMENT: DFGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENOBSCOT WEALTH MANAGEMENT on DFGP, newest first. How the timeline and the estimate are built.

PENOBSCOT WEALTH MANAGEMENT held 841,792 DFGP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 841,792 shares
    Change vs previous 13F -62,833 shares

    12.26% of the 13F portfolio, value $45,843,994.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 904,625 shares
    Change vs previous 13F +45,651 shares

    14.43% of the 13F portfolio, value $48,840,695.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 858,974 shares
    Change vs previous 13F +51,486 shares

    14.36% of the 13F portfolio, value $46,444,715.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 807,488 shares
    Change vs previous 13F +79,779 shares

    14.4% of the 13F portfolio, value $44,872,103.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 727,709 shares
    Change vs previous 13F +54,884 shares

    14.2% of the 13F portfolio, value $39,652,858.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 672,825 shares
    Change vs previous 13F +47,417 shares

    15.12% of the 13F portfolio, value $35,949,051.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 625,408 shares
    Change vs previous 13F +531,640 shares

    15.23% of the 13F portfolio, value $33,040,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 93,768 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $5,167,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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