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Disclosery

Tumwater Wealth Management, LLC: DFAT position timeline

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

Tumwater Wealth Management, LLC held 636,708 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 636,708 shares
    Change vs previous 13F +7,973 shares

    16.1% of the 13F portfolio, value $44,505,889.

    13F-HR 0002085853-26-000783 filed by Tumwater 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 628,735 shares
    Change vs previous 13F -2,352 shares

    15.79% of the 13F portfolio, value $39,264,501.

    13F-HR 0002085853-26-000434 filed by Tumwater 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 631,087 shares
    Change vs previous 13F +27,092 shares

    15.31% of the 13F portfolio, value $37,574,920.

    13F-HR 0002085853-26-000142 filed by Tumwater 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 603,995 shares
    Change vs previous 13F -4,551 shares

    15.62% of the 13F portfolio, value $35,158,556.

    13F-HR 0002085853-25-000256 filed by Tumwater 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 608,546 shares
    Change vs previous 13F +44,814 shares

    15.26% of the 13F portfolio, value $32,837,149.

    13F-HR 0001667731-25-001098 filed by Tumwater 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 563,732 shares
    Change vs previous 13F +12,140 shares

    15.14% of the 13F portfolio, value $29,026,567.

    13F-HR 0001667731-25-000642 filed by Tumwater 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 551,592 shares
    Change vs previous 13F not available

    16.1% of the 13F portfolio, value $30,701,617.

    13F-HR 0001667731-25-000228 filed by Tumwater Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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