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Disclosery

WPWealth LLP: DFAX position timeline

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

WPWealth LLP held 113,602 DFAX 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 113,602 shares
    Change vs previous 13F +1,771 shares

    0.62% of the 13F portfolio, value $4,185,088.

    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 111,831 shares
    Change vs previous 13F +141 shares

    0.58% of the 13F portfolio, value $3,798,903.

    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 111,690 shares
    Change vs previous 13F +1,311 shares

    0.57% of the 13F portfolio, value $3,655,608.

    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 110,379 shares
    Change vs previous 13F +1,960 shares

    0.57% of the 13F portfolio, value $3,463,691.

    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 108,419 shares
    Change vs previous 13F +767 shares

    0.57% of the 13F portfolio, value $3,184,256.

    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 107,652 shares
    Change vs previous 13F +256 shares

    0.56% of the 13F portfolio, value $2,820,484.

    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 107,396 shares
    Change vs previous 13F -236 shares

    0.55% of the 13F portfolio, value $2,669,872.

    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 107,632 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,907,131.

    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).