Skip to content
Disclosery

WPWealth LLP: DFAT position timeline

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

WPWealth LLP held 252,326 DFAT 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 252,326 shares
    Change vs previous 13F -32,766 shares

    2.62% of the 13F portfolio, value $17,637,568.

    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 285,092 shares
    Change vs previous 13F -10,868 shares

    2.72% of the 13F portfolio, value $17,803,981.

    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 295,960 shares
    Change vs previous 13F -41,855 shares

    2.76% of the 13F portfolio, value $17,621,437.

    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 337,815 shares
    Change vs previous 13F -23,853 shares

    3.21% of the 13F portfolio, value $19,664,230.

    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 361,668 shares
    Change vs previous 13F -115,096 shares

    3.52% of the 13F portfolio, value $19,515,586.

    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 476,764 shares
    Change vs previous 13F -10,603 shares

    4.85% of the 13F portfolio, value $24,548,590.

    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 487,367 shares
    Change vs previous 13F +21,381 shares

    5.54% of the 13F portfolio, value $27,126,862.

    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 465,986 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $25,922,797.

    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).