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Topsail Wealth Management, LLC: DFUS position timeline

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

Topsail Wealth Management, LLC held 128,052 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,052 shares
    Change vs previous 13F +1,832 shares

    1.34% of the 13F portfolio, value $10,492,564.

    13F-HR 0001398344-26-014324 filed by Topsail 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 126,220 shares
    Change vs previous 13F +24,253 shares

    1.32% of the 13F portfolio, value $8,950,275.

    13F-HR 0001398344-26-006781 filed by Topsail 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 101,967 shares
    Change vs previous 13F +2,740 shares

    1.11% of the 13F portfolio, value $7,562,917.

    13F-HR 0001398344-26-002201 filed by Topsail Wealth Management, 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 99,227 shares
    Change vs previous 13F -5,411 shares

    1.22% of the 13F portfolio, value $7,188,020.

    13F-HR 0001398344-25-020269 filed by Topsail Wealth Management, 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 104,638 shares
    Change vs previous 13F +23,200 shares

    1.28% of the 13F portfolio, value $7,012,825.

    13F-HR 0001398344-25-014250 filed by Topsail Wealth Management, 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 81,438 shares
    Change vs previous 13F -21,189 shares

    1% of the 13F portfolio, value $4,925,378.

    13F-HR 0001398344-25-008097 filed by Topsail Wealth Management, 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 102,627 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,542,462.

    13F-HR 0001398344-25-002822 filed by Topsail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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