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Whitaker-Myers Wealth Managers, LTD.: DBEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on DBEF, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 710,977 DBEF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 710,977 shares
    Change vs previous 13F +1,146 shares

    6.36% of the 13F portfolio, value $39,068,196.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 709,831 shares
    Change vs previous 13F +32,000 shares

    6.48% of the 13F portfolio, value $38,778,066.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 677,831 shares
    Change vs previous 13F +18,588 shares

    6.68% of the 13F portfolio, value $33,484,863.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 659,243 shares
    Change vs previous 13F -8,182 shares

    6.62% of the 13F portfolio, value $31,716,187.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 667,425 shares
    Change vs previous 13F -133,995 shares

    6.76% of the 13F portfolio, value $30,981,861.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 801,420 shares
    Change vs previous 13F +79,093 shares

    8.83% of the 13F portfolio, value $35,062,121.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 722,327 shares
    Change vs previous 13F +59,915 shares

    8.77% of the 13F portfolio, value $31,276,759.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 662,412 shares
    Change vs previous 13F not available

    8% of the 13F portfolio, value $27,423,857.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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