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Disclosery

WPWealth LLP: DFIC position timeline

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

WPWealth LLP held 2,362,665 DFIC 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 2,362,665 shares
    Change vs previous 13F -156,422 shares

    13.06% of the 13F portfolio, value $88,032,893.

    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 2,519,087 shares
    Change vs previous 13F -443 shares

    13.68% of the 13F portfolio, value $89,503,155.

    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 2,519,530 shares
    Change vs previous 13F -13,656 shares

    13.59% of the 13F portfolio, value $86,823,001.

    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 2,533,186 shares
    Change vs previous 13F +90,817 shares

    13.58% of the 13F portfolio, value $83,063,181.

    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 2,442,369 shares
    Change vs previous 13F -14,999 shares

    13.69% of the 13F portfolio, value $75,933,265.

    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 2,457,368 shares
    Change vs previous 13F +30,454 shares

    13.48% of the 13F portfolio, value $68,241,105.

    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 2,426,914 shares
    Change vs previous 13F +143,627 shares

    12.82% of the 13F portfolio, value $62,723,596.

    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 2,283,287 shares
    Change vs previous 13F not available

    13.32% of the 13F portfolio, value $64,251,701.

    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).