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RIVERCHASE WEALTH MANAGEMENT, LLC: DFEM position timeline

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

RIVERCHASE WEALTH MANAGEMENT, LLC held 127,302 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,302 shares
    Change vs previous 13F +541 shares

    2.41% of the 13F portfolio, value $5,173,553.

    13F-HR 0002085853-26-000769 filed by RIVERCHASE 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 ended2026-03-31
    13F 126,761 shares
    Change vs previous 13F -2,625 shares

    2.28% of the 13F portfolio, value $4,379,587.

    13F-HR 0002085853-26-000418 filed by RIVERCHASE WEALTH MANAGEMENT, 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 129,386 shares
    Change vs previous 13F +637 shares

    2.32% of the 13F portfolio, value $4,280,095.

    13F-HR 0002085853-26-000169 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
    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 128,749 shares
    Change vs previous 13F +3,097 shares

    2.34% of the 13F portfolio, value $4,128,991.

    13F-HR 0002085853-25-000140 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
    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 125,652 shares
    Change vs previous 13F +829 shares

    2.37% of the 13F portfolio, value $3,729,364.

    13F-HR 0001667731-25-000939 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
    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 124,823 shares
    Change vs previous 13F +7,370 shares

    2.31% of the 13F portfolio, value $3,302,804.

    13F-HR 0001667731-25-000591 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
    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 117,453 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $3,076,103.

    13F-HR 0001667731-25-000242 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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