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Disclosery

Platform Wealth Management, LLC: DFIC position timeline

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

Platform Wealth Management, LLC held 37,362 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,362 shares
    Change vs previous 13F +4,153 shares

    0.51% of the 13F portfolio, value $1,392,108.

    13F-HR 0002085853-26-000973 filed by Platform Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 33,209 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,144,382.

    13F-HR 0002110622-26-000001 filed by Platform Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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