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Disclosery

United Wealth Management, LLC: DFNM position timeline

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

United Wealth Management, LLC held 138,321 DFNM 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 138,321 shares
    Change vs previous 13F +5,052 shares

    1.5% of the 13F portfolio, value $6,685,746.

    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 133,269 shares
    Change vs previous 13F +4,491 shares

    1.59% of the 13F portfolio, value $6,387,583.

    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 128,778 shares
    Change vs previous 13F +4,285 shares

    1.6% of the 13F portfolio, value $6,203,236.

    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 124,493 shares
    Change vs previous 13F +16,868 shares

    1.63% of the 13F portfolio, value $5,973,174.

    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 107,625 shares
    Change vs previous 13F +7,911 shares

    1.48% of the 13F portfolio, value $5,104,654.

    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 99,714 shares
    Change vs previous 13F +3,443 shares

    1.49% of the 13F portfolio, value $4,743,395.

    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 96,271 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $4,598,866.

    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).