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Disclosery

WPWealth LLP: DFAR position timeline

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

WPWealth LLP held 54,709 DFAR 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 54,709 shares
    Change vs previous 13F -1,935 shares

    0.21% of the 13F portfolio, value $1,431,191.

    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 56,644 shares
    Change vs previous 13F +6,198 shares

    0.2% of the 13F portfolio, value $1,339,636.

    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 50,446 shares
    Change vs previous 13F +522 shares

    0.18% of the 13F portfolio, value $1,155,282.

    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 49,924 shares
    Change vs previous 13F +581 shares

    0.19% of the 13F portfolio, value $1,190,699.

    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 49,343 shares
    Change vs previous 13F -11,762 shares

    0.21% of the 13F portfolio, value $1,157,587.

    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 61,105 shares
    Change vs previous 13F -94 shares

    0.29% of the 13F portfolio, value $1,452,473.

    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 61,199 shares
    Change vs previous 13F -6,173 shares

    0.29% of the 13F portfolio, value $1,424,097.

    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 67,372 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,727,410.

    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).