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Disclosery

SENTINEL WEALTH MANAGEMENT, INC.: DFSV position timeline

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

SENTINEL WEALTH MANAGEMENT, INC. held 275,885 DFSV 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 275,885 shares
    Change vs previous 13F +5,993 shares

    7.54% of the 13F portfolio, value $10,701,580.

    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 269,892 shares
    Change vs previous 13F +14,474 shares

    7.57% of the 13F portfolio, value $9,457,016.

    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 255,418 shares
    Change vs previous 13F +16,222 shares

    6.97% of the 13F portfolio, value $8,400,699.

    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 239,196 shares
    Change vs previous 13F +5,344 shares

    6.62% of the 13F portfolio, value $7,616,001.

    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 233,852 shares
    Change vs previous 13F not available

    6.47% of the 13F portfolio, value $6,882,265.

    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).