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Disclosery

United Wealth Management, LLC: DFSV position timeline

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

United Wealth Management, LLC held 904,345 DFSV 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 904,345 shares
    Change vs previous 13F +5,136 shares

    7.89% of the 13F portfolio, value $35,079,528.

    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 899,209 shares
    Change vs previous 13F +15,260 shares

    7.83% of the 13F portfolio, value $31,508,285.

    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 883,949 shares
    Change vs previous 13F +32,026 shares

    7.52% of the 13F portfolio, value $29,073,067.

    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 851,923 shares
    Change vs previous 13F +8,555 shares

    7.38% of the 13F portfolio, value $27,125,244.

    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 843,368 shares
    Change vs previous 13F +38,035 shares

    7.21% of the 13F portfolio, value $24,820,326.

    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 805,333 shares
    Change vs previous 13F +97,536 shares

    7.1% of the 13F portfolio, value $22,670,113.

    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 707,797 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $21,785,982.

    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).