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WealthTrak Capital Management LLC: DYFI position timeline

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

WealthTrak Capital Management LLC held 127,044 DYFI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,044 shares
    Change vs previous 13F +3,671 shares

    1.9% of the 13F portfolio, value $2,892,119.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 123,373 shares
    Change vs previous 13F +14,495 shares

    2% of the 13F portfolio, value $2,804,626.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 108,878 shares
    Change vs previous 13F +6,052 shares

    1.8% of the 13F portfolio, value $2,511,815.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 102,826 shares
    Change vs previous 13F +4,460 shares

    1.97% of the 13F portfolio, value $2,397,388.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 98,366 shares
    Change vs previous 13F +18,206 shares

    1.9% of the 13F portfolio, value $2,279,652.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 80,160 shares
    Change vs previous 13F +1,091 shares

    1.6% of the 13F portfolio, value $1,852,098.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital 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 79,069 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,841,067.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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