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Tumwater Wealth Management, LLC: DFLV position timeline

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

Tumwater Wealth Management, LLC held 906,834 DFLV 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 906,834 shares
    Change vs previous 13F +11,935 shares

    12.97% of the 13F portfolio, value $35,856,216.

    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 894,899 shares
    Change vs previous 13F +3,413 shares

    12.85% of the 13F portfolio, value $31,956,843.

    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 891,486 shares
    Change vs previous 13F +35,632 shares

    12.43% of the 13F portfolio, value $30,497,736.

    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 855,854 shares
    Change vs previous 13F +3,846 shares

    12.51% of the 13F portfolio, value $28,157,597.

    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 852,008 shares
    Change vs previous 13F +39,679 shares

    12.28% of the 13F portfolio, value $26,429,288.

    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 812,329 shares
    Change vs previous 13F +13,994 shares

    12.95% of the 13F portfolio, value $24,832,898.

    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 798,335 shares
    Change vs previous 13F not available

    12.57% of the 13F portfolio, value $23,974,000.

    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).