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Disclosery

POTENTIA WEALTH: DTCR position timeline

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

POTENTIA WEALTH held 191,323 DTCR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,323 shares
    Change vs previous 13F -22,609 shares

    2.38% of the 13F portfolio, value $5,810,472.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 213,932 shares
    Change vs previous 13F -15,804 shares

    1.98% of the 13F portfolio, value $5,125,806.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 229,736 shares
    Change vs previous 13F -14,081 shares

    1.78% of the 13F portfolio, value $4,847,437.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 243,817 shares
    Change vs previous 13F +243,817 shares

    1.91% of the 13F portfolio, value $4,993,386.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 0 shares
    Change vs previous 13F -236,939 shares

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 236,939 shares
    Change vs previous 13F +8,235 shares

    1.81% of the 13F portfolio, value $3,852,630.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 228,704 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,785,053.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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