Skip to content
Disclosery

WEALTHSPAN PARTNERS, LLC: DFIC position timeline

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

WEALTHSPAN PARTNERS, LLC held 42,384 DFIC 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 42,384 shares
    Change vs previous 13F +1,747 shares

    0.5% of the 13F portfolio, value $1,579,228.

    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 40,637 shares
    Change vs previous 13F +262 shares

    0.51% of the 13F portfolio, value $1,443,833.

    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 40,375 shares
    Change vs previous 13F +1,076 shares

    0.51% of the 13F portfolio, value $1,391,322.

    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 39,299 shares
    Change vs previous 13F +2,912 shares

    0.5% of the 13F portfolio, value $1,288,614.

    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 36,387 shares
    Change vs previous 13F +4,310 shares

    0.47% of the 13F portfolio, value $1,131,272.

    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 32,077 shares
    Change vs previous 13F +1,259 shares

    0.41% of the 13F portfolio, value $890,778.

    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 30,818 shares
    Change vs previous 13F +1,155 shares

    0.38% of the 13F portfolio, value $796,491.

    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 29,663 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $834,717.

    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).