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Disclosery

United Wealth Management, LLC: DFAC position timeline

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

United Wealth Management, LLC held 3,775,121 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,775,121 shares
    Change vs previous 13F +12,404 shares

    37.68% of the 13F portfolio, value $167,464,381.

    13F-HR 0002085853-26-000825 filed by United 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 3,762,717 shares
    Change vs previous 13F +152,796 shares

    36.35% of the 13F portfolio, value $146,219,194.

    13F-HR 0002085853-26-000545 filed by United 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 3,609,921 shares
    Change vs previous 13F +69,162 shares

    36.97% of the 13F portfolio, value $142,916,768.

    13F-HR 0002085853-26-000248 filed by United 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 3,540,759 shares
    Change vs previous 13F +31,752 shares

    37.16% of the 13F portfolio, value $136,567,092.

    13F-HR 0002085853-25-000257 filed by United 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 3,509,007 shares
    Change vs previous 13F +73,025 shares

    36.51% of the 13F portfolio, value $125,762,795.

    13F-HR 0001667731-25-001114 filed by United 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 3,435,982 shares
    Change vs previous 13F +294,232 shares

    35.5% of the 13F portfolio, value $113,353,056.

    13F-HR 0001667731-25-000570 filed by United 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 3,141,750 shares
    Change vs previous 13F not available

    36.62% of the 13F portfolio, value $108,673,127.

    13F-HR 0001667731-25-000231 filed by United Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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