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Seven Springs Wealth Group, LLC: DFAE position timeline

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

Seven Springs Wealth Group, LLC held 47,296 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,296 shares
    Change vs previous 13F -425 shares

    0.42% of the 13F portfolio, value $1,901,772.

    13F-HR 0001172661-26-003050 filed by Seven Springs Wealth Group, 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 47,721 shares
    Change vs previous 13F -89 shares

    0.37% of the 13F portfolio, value $1,615,833.

    13F-HR 0001172661-26-001912 filed by Seven Springs Wealth Group, 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 47,810 shares
    Change vs previous 13F -1,530 shares

    0.44% of the 13F portfolio, value $1,557,172.

    13F-HR 0001172661-26-000566 filed by Seven Springs Wealth Group, 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 49,340 shares
    Change vs previous 13F -101 shares

    0.38% of the 13F portfolio, value $1,555,690.

    13F-HR 0001172661-25-004701 filed by Seven Springs Wealth Group, 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 49,441 shares
    Change vs previous 13F -187 shares

    0.35% of the 13F portfolio, value $1,431,317.

    13F-HR 0001172661-25-003231 filed by Seven Springs Wealth Group, 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 49,628 shares
    Change vs previous 13F -2,197 shares

    0.46% of the 13F portfolio, value $1,284,869.

    13F-HR 0001172661-25-001989 filed by Seven Springs Wealth Group, 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 51,825 shares
    Change vs previous 13F -38 shares

    0.49% of the 13F portfolio, value $1,314,800.

    13F-HR 0001172661-25-001029 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 51,863 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,421,565.

    13F-HR 0001172661-24-004835 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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