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Tumwater Wealth Management, LLC: DFAX position timeline

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

Tumwater Wealth Management, LLC held 2,158,889 DFAX 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 2,158,889 shares
    Change vs previous 13F +10,699 shares

    28.76% of the 13F portfolio, value $79,533,471.

    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 2,148,190 shares
    Change vs previous 13F -81,240 shares

    29.35% of the 13F portfolio, value $72,974,014.

    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 2,229,430 shares
    Change vs previous 13F +58,034 shares

    29.74% of the 13F portfolio, value $72,969,244.

    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 2,171,396 shares
    Change vs previous 13F -59,412 shares

    30.27% of the 13F portfolio, value $68,138,406.

    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 2,230,808 shares
    Change vs previous 13F +45,351 shares

    30.44% of the 13F portfolio, value $65,518,831.

    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 2,185,457 shares
    Change vs previous 13F +36,287 shares

    29.87% of the 13F portfolio, value $57,258,973.

    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 2,149,170 shares
    Change vs previous 13F not available

    28.02% of the 13F portfolio, value $53,428,366.

    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).