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Disclosery

TFO Wealth Partners, LLC: DFAS position timeline

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

TFO Wealth Partners, LLC held 123,258 DFAS 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 123,258 shares
    Change vs previous 13F -2,100 shares

    1.1% of the 13F portfolio, value $10,149,093.

    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 125,358 shares
    Change vs previous 13F +54 shares

    1.21% of the 13F portfolio, value $8,916,724.

    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 125,304 shares
    Change vs previous 13F +1,676 shares

    1.31% of the 13F portfolio, value $8,729,914.

    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 123,628 shares
    Change vs previous 13F +4,046 shares

    1.38% of the 13F portfolio, value $8,463,540.

    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 119,582 shares
    Change vs previous 13F -4,111 shares

    1.34% of the 13F portfolio, value $7,618,564.

    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 123,693 shares
    Change vs previous 13F +1,116 shares

    1.47% of the 13F portfolio, value $7,390,634.

    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 122,577 shares
    Change vs previous 13F -243 shares

    3.79% of the 13F portfolio, value $7,977,337.

    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 122,820 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $7,966,073.

    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).