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United Wealth Management, LLC: DFGP position timeline

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

United Wealth Management, LLC held 448,547 DFGP 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 448,547 shares
    Change vs previous 13F +24,488 shares

    5.5% of the 13F portfolio, value $24,427,870.

    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 424,059 shares
    Change vs previous 13F +54,051 shares

    5.69% of the 13F portfolio, value $22,894,945.

    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 370,008 shares
    Change vs previous 13F +10,861 shares

    5.18% of the 13F portfolio, value $20,006,333.

    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 359,147 shares
    Change vs previous 13F +13,036 shares

    5.43% of the 13F portfolio, value $19,957,799.

    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 346,111 shares
    Change vs previous 13F +9,606 shares

    5.48% of the 13F portfolio, value $18,859,588.

    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 336,505 shares
    Change vs previous 13F +58,437 shares

    5.63% of the 13F portfolio, value $17,979,462.

    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 278,068 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $14,690,332.

    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).