Platform Wealth Management, LLC: DFNM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Platform Wealth Management, LLC on DFNM, newest first. How the timeline and the estimate are built.
Platform Wealth Management, LLC held 57,058 DFNM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 57,058 sharesChange vs previous 13F +28,469 shares
1.01% of the 13F portfolio, value $2,757,879.
13F-HR 0002085853-26-000973 filed by Platform Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,589 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $1,377,136.
13F-HR 0002110622-26-000001 filed by Platform Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).