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Three Arch Wealth Management LLC: DFSV position timeline

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

Three Arch Wealth Management LLC held 122,699 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,699 shares
    Change vs previous 13F -8,805 shares

    0.73% of the 13F portfolio, value $4,759,476.

    13F-HR 0001951757-26-001131 filed by Three Arch Wealth Management 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 131,504 shares
    Change vs previous 13F -15,859 shares

    0.83% of the 13F portfolio, value $4,607,884.

    13F-HR 0001951757-26-000784 filed by Three Arch Wealth Management 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 147,363 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $4,846,768.

    13F-HR 0001951757-26-000424 filed by Three Arch Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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