Skip to content
Disclosery

Wheelhouse Advisory Group LLC: DFSD position timeline

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

Wheelhouse Advisory Group LLC held 771,244 DFSD 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 771,244 shares
    Change vs previous 13F +153,714 shares

    10.39% of the 13F portfolio, value $36,826,906.

    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 617,530 shares
    Change vs previous 13F +155,788 shares

    9.8% of the 13F portfolio, value $29,567,323.

    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 461,742 shares
    Change vs previous 13F +136,492 shares

    8.44% of the 13F portfolio, value $22,172,870.

    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 325,250 shares
    Change vs previous 13F +79,427 shares

    6.75% of the 13F portfolio, value $15,673,821.

    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 245,823 shares
    Change vs previous 13F +41,517 shares

    5.82% of the 13F portfolio, value $11,801,987.

    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 204,306 shares
    Change vs previous 13F +91,988 shares

    5.54% of the 13F portfolio, value $9,708,641.

    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 112,318 shares
    Change vs previous 13F +65,243 shares

    3.13% of the 13F portfolio, value $5,265,506.

    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 47,075 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,247,406.

    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).