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Disclosery

WPWealth LLP: DFIS position timeline

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

WPWealth LLP held 39,207 DFIS 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 39,207 shares
    Change vs previous 13F -7,895 shares

    0.2% of the 13F portfolio, value $1,373,422.

    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 47,102 shares
    Change vs previous 13F +6,375 shares

    0.24% of the 13F portfolio, value $1,585,919.

    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 40,727 shares
    Change vs previous 13F -220 shares

    0.21% of the 13F portfolio, value $1,341,534.

    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 40,947 shares
    Change vs previous 13F +71 shares

    0.21% of the 13F portfolio, value $1,295,144.

    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 40,876 shares
    Change vs previous 13F +8,717 shares

    0.22% of the 13F portfolio, value $1,219,754.

    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 32,159 shares
    Change vs previous 13F +2,132 shares

    0.16% of the 13F portfolio, value $830,989.

    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 30,027 shares
    Change vs previous 13F +14,613 shares

    0.15% of the 13F portfolio, value $737,313.

    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 15,414 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $413,558.

    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).