United Wealth Management, LLC: DFIC position timeline

United Wealth Management, LLC held 986,763 DFIC 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 986,763 shares

   Change vs previous 13F +7,205 shares

   8.27% of the 13F portfolio, value $36,766,789.

   13F-HR 0002085853-26-000825 filed by United Wealth Management, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 979,558 shares

   Change vs previous 13F +15,401 shares

   8.65% of the 13F portfolio, value $34,803,702.

   13F-HR 0002085853-26-000545 filed by United Wealth Management, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 964,157 shares

   Change vs previous 13F +8,854 shares

   8.59% of the 13F portfolio, value $33,224,844.

   13F-HR 0002085853-26-000248 filed by United Wealth Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 955,303 shares

   Change vs previous 13F +4,514 shares

   8.52% of the 13F portfolio, value $31,324,391.

   13F-HR 0002085853-25-000257 filed by United Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 950,789 shares

   Change vs previous 13F -6,133 shares

   8.58% of the 13F portfolio, value $29,560,020.

   13F-HR 0001667731-25-001114 filed by United Wealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 956,922 shares

   Change vs previous 13F +93,429 shares

   8.32% of the 13F portfolio, value $26,573,732.

   13F-HR 0001667731-25-000570 filed by United Wealth Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 863,493 shares

   Change vs previous 13F not available

   7.52% of the 13F portfolio, value $22,316,965.

   13F-HR 0001667731-25-000231 filed by United Wealth Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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