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Ponta Wealth Partners, LLC: DFSV position timeline

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

Ponta Wealth Partners, LLC held 30,712 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,712 shares
    Change vs previous 13F +4,284 shares

    0.64% of the 13F portfolio, value $1,191,318.

    13F-HR 0002107740-26-000005 filed by Ponta Wealth Partners, LLC
    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 26,428 shares
    Change vs previous 13F -8,398 shares

    0.74% of the 13F portfolio, value $926,037.

    13F-HR 0002107740-26-000003 filed by Ponta Wealth Partners, LLC
    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 34,826 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,145,418.

    13F-HR 0002107740-26-000002 filed by Ponta Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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