StrongBox Wealth, LLC: DFCF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StrongBox Wealth, LLC on DFCF, newest first. How the timeline and the estimate are built.
StrongBox Wealth, LLC held 9,503 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 9,503 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $401,122.
13F-HR 0001812155-26-000002 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,503 sharesChange vs previous 13F -1,970 shares
0.13% of the 13F portfolio, value $401,217.
13F-HR 0001172661-26-001636 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,473 sharesChange vs previous 13F -2,130 shares
0.16% of the 13F portfolio, value $488,291.
13F-HR 0001172661-26-000233 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,603 sharesChange vs previous 13F -505 shares
0.2% of the 13F portfolio, value $581,664.
13F-HR 0001172661-25-004182 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,108 sharesChange vs previous 13F +985 shares
0.23% of the 13F portfolio, value $596,204.
13F-HR 0001172661-25-002507 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,123 sharesChange vs previous 13F +1,903 shares
0.23% of the 13F portfolio, value $551,953.
13F-HR 0001172661-25-001754 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,220 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $463,049.
13F-HR 0001172661-25-000188 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).