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Disclosery

WPWealth LLP: DFAS position timeline

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

WPWealth LLP held 253,917 DFAS 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 253,917 shares
    Change vs previous 13F -7,122 shares

    3.1% of the 13F portfolio, value $20,907,562.

    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 261,039 shares
    Change vs previous 13F +18,268 shares

    2.84% of the 13F portfolio, value $18,567,670.

    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 242,771 shares
    Change vs previous 13F +32,809 shares

    2.65% of the 13F portfolio, value $16,913,886.

    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 209,962 shares
    Change vs previous 13F +39,451 shares

    2.35% of the 13F portfolio, value $14,373,999.

    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 170,511 shares
    Change vs previous 13F +136,854 shares

    1.96% of the 13F portfolio, value $10,863,262.

    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 33,657 shares
    Change vs previous 13F +16,086 shares

    0.4% of the 13F portfolio, value $2,011,006.

    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 17,571 shares
    Change vs previous 13F +9,989 shares

    0.23% of the 13F portfolio, value $1,143,521.

    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 7,582 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $491,769.

    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).