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Disclosery

United Wealth Management, LLC: DFEV position timeline

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

United Wealth Management, LLC held 161,153 DFEV 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 161,153 shares
    Change vs previous 13F -1,276 shares

    1.55% of the 13F portfolio, value $6,875,939.

    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 162,429 shares
    Change vs previous 13F +2,888 shares

    1.44% of the 13F portfolio, value $5,811,700.

    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 159,541 shares
    Change vs previous 13F +5,008 shares

    1.39% of the 13F portfolio, value $5,382,896.

    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 154,533 shares
    Change vs previous 13F +1,635 shares

    1.34% of the 13F portfolio, value $4,928,054.

    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 152,898 shares
    Change vs previous 13F +3,373 shares

    1.33% of the 13F portfolio, value $4,585,400.

    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 149,525 shares
    Change vs previous 13F +25,330 shares

    1.27% of the 13F portfolio, value $4,044,659.

    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 124,195 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,255,145.

    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).