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Wheelhouse Advisory Group LLC: DFNM position timeline

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

Wheelhouse Advisory Group LLC held 318,359 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 318,359 shares
    Change vs previous 13F +41,416 shares

    4.34% of the 13F portfolio, value $15,387,874.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 276,943 shares
    Change vs previous 13F +50,119 shares

    4.4% of the 13F portfolio, value $13,273,881.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 226,824 shares
    Change vs previous 13F +71,828 shares

    4.16% of the 13F portfolio, value $10,926,131.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 154,996 shares
    Change vs previous 13F +35,984 shares

    3.2% of the 13F portfolio, value $7,436,728.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group 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 119,012 shares
    Change vs previous 13F +23,373 shares

    2.78% of the 13F portfolio, value $5,644,749.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group 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 95,639 shares
    Change vs previous 13F +54,579 shares

    2.6% of the 13F portfolio, value $4,549,561.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group 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 41,060 shares
    Change vs previous 13F +26,429 shares

    1.16% of the 13F portfolio, value $1,961,464.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group 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 14,631 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $710,210.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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