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Disclosery

TFO Wealth Partners, LLC: DFIV position timeline

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

TFO Wealth Partners, LLC held 33,214 DFIV 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 33,214 shares
    Change vs previous 13F +164 shares

    0.2% of the 13F portfolio, value $1,794,235.

    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 33,050 shares
    Change vs previous 13F -1,981 shares

    0.24% of the 13F portfolio, value $1,744,370.

    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 35,031 shares
    Change vs previous 13F -1,567 shares

    0.26% of the 13F portfolio, value $1,748,034.

    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 36,598 shares
    Change vs previous 13F -2,019 shares

    0.28% of the 13F portfolio, value $1,687,888.

    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 38,617 shares
    Change vs previous 13F +1,435 shares

    0.29% of the 13F portfolio, value $1,653,945.

    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 37,182 shares
    Change vs previous 13F -2,702 shares

    0.29% of the 13F portfolio, value $1,463,488.

    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 39,884 shares
    Change vs previous 13F +143 shares

    0.67% of the 13F portfolio, value $1,415,077.

    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 39,741 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,513,342.

    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).