United Wealth Management, LLC: DFGX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Wealth Management, LLC on DFGX, newest first. How the timeline and the estimate are built.
United Wealth Management, LLC held 676,064 DFGX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 676,064 sharesChange vs previous 13F +15,657 shares
8.15% of the 13F portfolio, value $36,233,495.
13F-HR 0002085853-26-000825 filed by United Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 660,407 sharesChange vs previous 13F +29,529 shares
8.61% of the 13F portfolio, value $34,638,658.
13F-HR 0002085853-26-000545 filed by United Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 630,878 sharesChange vs previous 13F +47,567 shares
8.59% of the 13F portfolio, value $33,206,244.
13F-HR 0002085853-26-000248 filed by United Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 583,311 sharesChange vs previous 13F +5,371 shares
8.56% of the 13F portfolio, value $31,475,442.
13F-HR 0002085853-25-000257 filed by United Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 577,940 sharesChange vs previous 13F -13,279 shares
8.95% of the 13F portfolio, value $30,838,859.
13F-HR 0001667731-25-001114 filed by United Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 591,219 sharesChange vs previous 13F +14,419 shares
9.67% of the 13F portfolio, value $30,891,173.
13F-HR 0001667731-25-000570 filed by United Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 576,800 sharesChange vs previous 13F not available
10.17% of the 13F portfolio, value $30,178,180.
13F-HR 0001667731-25-000231 filed by United Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).