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Disclosery

WPWealth LLP: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WPWealth LLP on DFAE, newest first. How the timeline and the estimate are built.

WPWealth LLP held 824,717 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 824,717 shares
    Change vs previous 13F -48,689 shares

    4.92% of the 13F portfolio, value $33,161,871.

    13F-HR 0001950118-26-000003 filed by WPWealth LLP
    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 873,406 shares
    Change vs previous 13F +8,872 shares

    4.52% of the 13F portfolio, value $29,573,536.

    13F-HR 0001950118-26-000002 filed by WPWealth LLP
    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 864,534 shares
    Change vs previous 13F -4,086 shares

    4.41% of the 13F portfolio, value $28,157,885.

    13F-HR 0001950118-26-000001 filed by WPWealth LLP
    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 868,620 shares
    Change vs previous 13F +28,140 shares

    4.48% of the 13F portfolio, value $27,387,587.

    13F-HR 0001950118-25-000005 filed by WPWealth LLP
    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 840,480 shares
    Change vs previous 13F -21,686 shares

    4.39% of the 13F portfolio, value $24,331,904.

    13F-HR 0001950118-25-000002 filed by WPWealth LLP
    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 862,166 shares
    Change vs previous 13F +9,324 shares

    4.41% of the 13F portfolio, value $22,321,485.

    13F-HR 0001950118-25-000003 filed by WPWealth LLP
    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 852,842 shares
    Change vs previous 13F +40,168 shares

    4.42% of the 13F portfolio, value $21,636,606.

    13F-HR 0001950118-25-000001 filed by WPWealth LLP
    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 812,674 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $22,275,382.

    13F-HR 0001950118-24-000008 filed by WPWealth LLP
    Filed (acceptance time not in the bulk data set), ingested

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