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SENTINEL WEALTH MANAGEMENT, INC.: DFSD position timeline

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

SENTINEL WEALTH MANAGEMENT, INC. held 39,971 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,971 shares
    Change vs previous 13F +2,708 shares

    1.35% of the 13F portfolio, value $1,908,616.

    13F-HR 0001929328-26-000008 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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 37,263 shares
    Change vs previous 13F -132 shares

    1.43% of the 13F portfolio, value $1,784,153.

    13F-HR 0001929328-26-000006 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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 37,395 shares
    Change vs previous 13F +451 shares

    1.49% of the 13F portfolio, value $1,793,091.

    13F-HR 0001929328-26-000004 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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 36,944 shares
    Change vs previous 13F +533 shares

    1.55% of the 13F portfolio, value $1,780,332.

    13F-HR 0001929328-25-000007 filed by SENTINEL WEALTH MANAGEMENT, INC.
    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/A 36,411 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,748,093.

    13F-HR/A 0001929328-26-000005 filed by SENTINEL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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