Skip to content
Disclosery

WPWealth LLP: DFGP position timeline

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

WPWealth LLP held 1,076,585 DFGP 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 1,076,585 shares
    Change vs previous 13F -111,346 shares

    8.7% of the 13F portfolio, value $58,630,838.

    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 1,187,931 shares
    Change vs previous 13F +59,631 shares

    9.8% of the 13F portfolio, value $64,136,372.

    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 1,128,300 shares
    Change vs previous 13F +180,668 shares

    9.55% of the 13F portfolio, value $61,007,159.

    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 947,632 shares
    Change vs previous 13F +101,958 shares

    8.61% of the 13F portfolio, value $52,659,906.

    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 845,674 shares
    Change vs previous 13F +770,534 shares

    8.31% of the 13F portfolio, value $46,080,772.

    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 75,140 shares
    Change vs previous 13F +55,582 shares

    0.79% of the 13F portfolio, value $4,014,730.

    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 19,558 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,033,249.

    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).