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TFO Wealth Partners, LLC: DFAC position timeline

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

TFO Wealth Partners, LLC held 5,711,324 DFAC 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 5,711,324 shares
    Change vs previous 13F +1,046,721 shares

    27.56% of the 13F portfolio, value $253,354,323.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, 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 4,664,603 shares
    Change vs previous 13F +407,978 shares

    24.65% of the 13F portfolio, value $181,266,457.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, 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 4,256,625 shares
    Change vs previous 13F +152,188 shares

    25.22% of the 13F portfolio, value $168,519,778.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, 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 4,104,437 shares
    Change vs previous 13F +60,839 shares

    25.81% of the 13F portfolio, value $158,308,117.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, 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 4,043,598 shares
    Change vs previous 13F -33,379 shares

    25.5% of the 13F portfolio, value $144,922,562.

    13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, 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 4,076,977 shares
    Change vs previous 13F -48,838 shares

    26.67% of the 13F portfolio, value $134,499,486.

    13F-HR 0001085146-25-002752 filed by TFO Wealth Partners, 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 4,125,815 shares
    Change vs previous 13F -93,983 shares

    67.76% of the 13F portfolio, value $142,711,949.

    13F-HR 0001085146-25-000909 filed by TFO Wealth Partners, 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 4,219,798 shares
    Change vs previous 13F not available

    27.14% of the 13F portfolio, value $144,696,872.

    13F-HR 0001085146-24-005508 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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