Treasure Coast Financial Planning: DWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Treasure Coast Financial Planning on DWX, newest first. How the timeline and the estimate are built.

Treasure Coast Financial Planning held 9,225 DWX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 9,225 shares
Change vs previous 13F +3,358 shares
0.21% of the 13F portfolio, value $423,974.
13F-HR 0001911307-26-000005 filed by Treasure Coast Financial Planning
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,867 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $267,549.
13F-HR 0001911307-26-000003 filed by Treasure Coast Financial Planning
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).