Strategic Wealth Investment Group, LLC: DFNL position timeline

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

Strategic Wealth Investment Group, LLC held 11,125 DFNL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 11,125 shares
Change vs previous 13F +1,706 shares
0.07% of the 13F portfolio, value $549,186.
13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment Group, LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,419 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $422,348.
13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment Group, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).