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Disclosery

White Wing Wealth Management: DFSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Wing Wealth Management on DFSD, newest first. How the timeline and the estimate are built.

White Wing Wealth Management held 131,430 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,430 shares
    Change vs previous 13F +4,317 shares

    3.27% of the 13F portfolio, value $6,275,774.

    13F-HR 0002001473-26-000004 filed by White Wing Wealth Management
    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 127,113 shares
    Change vs previous 13F -8,845 shares

    3.65% of the 13F portfolio, value $6,086,163.

    13F-HR 0002001473-26-000003 filed by White Wing Wealth Management
    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 135,958 shares
    Change vs previous 13F +22,824 shares

    3.89% of the 13F portfolio, value $6,519,207.

    13F-HR 0002001473-26-000001 filed by White Wing Wealth Management
    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 113,134 shares
    Change vs previous 13F +23,005 shares

    3.39% of the 13F portfolio, value $5,463,221.

    13F-HR 0002001473-25-000005 filed by White Wing Wealth Management
    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 90,129 shares
    Change vs previous 13F -5,132 shares

    2.93% of the 13F portfolio, value $4,327,114.

    13F-HR 0002001473-25-000003 filed by White Wing Wealth Management
    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 95,261 shares
    Change vs previous 13F -38,615 shares

    3.53% of the 13F portfolio, value $4,527,744.

    13F-HR 0002031941-25-000001 filed by White Wing Wealth Management
    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 133,876 shares
    Change vs previous 13F +11,048 shares

    4.67% of the 13F portfolio, value $6,276,108.

    13F-HR 0002001473-25-000001 filed by White Wing Wealth Management
    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 122,828 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $5,863,803.

    13F-HR 0002001473-24-000004 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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