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WEALTHSPAN PARTNERS, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSPAN PARTNERS, LLC on DFAI, newest first. How the timeline and the estimate are built.

WEALTHSPAN PARTNERS, LLC held 175,753 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,753 shares
    Change vs previous 13F -1,343 shares

    2.28% of the 13F portfolio, value $7,249,795.

    13F-HR 0001951757-26-001132 filed by WEALTHSPAN PARTNERS, 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 177,096 shares
    Change vs previous 13F -1,319 shares

    2.43% of the 13F portfolio, value $6,899,645.

    13F-HR 0001951757-26-000526 filed by WEALTHSPAN PARTNERS, 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 178,415 shares
    Change vs previous 13F +1,314 shares

    2.47% of the 13F portfolio, value $6,799,380.

    13F-HR 0001951757-26-000313 filed by WEALTHSPAN PARTNERS, 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 177,101 shares
    Change vs previous 13F +3,257 shares

    2.48% of the 13F portfolio, value $6,437,607.

    13F-HR 0001951757-25-001242 filed by WEALTHSPAN PARTNERS, 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 173,844 shares
    Change vs previous 13F +9,379 shares

    2.49% of the 13F portfolio, value $6,009,773.

    13F-HR 0001951757-25-000976 filed by WEALTHSPAN PARTNERS, 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 164,465 shares
    Change vs previous 13F +2,594 shares

    2.37% of the 13F portfolio, value $5,136,253.

    13F-HR 0001951757-25-000383 filed by WEALTHSPAN PARTNERS, 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 161,871 shares
    Change vs previous 13F -8,085 shares

    2.26% of the 13F portfolio, value $4,726,643.

    13F-HR 0001951757-25-000130 filed by WEALTHSPAN PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 169,956 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $5,401,202.

    13F-HR 0001951757-24-001168 filed by WEALTHSPAN PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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