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Disclosery

WPWealth LLP: DFLV position timeline

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

WPWealth LLP held 754,491 DFLV 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 754,491 shares
    Change vs previous 13F -71,184 shares

    4.43% of the 13F portfolio, value $29,832,571.

    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 825,675 shares
    Change vs previous 13F -61,055 shares

    4.51% of the 13F portfolio, value $29,484,847.

    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 886,730 shares
    Change vs previous 13F -162,712 shares

    4.75% of the 13F portfolio, value $30,335,044.

    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 1,049,442 shares
    Change vs previous 13F -87,308 shares

    5.64% of the 13F portfolio, value $34,526,634.

    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 1,136,750 shares
    Change vs previous 13F -364,498 shares

    6.36% of the 13F portfolio, value $35,261,998.

    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 1,501,248 shares
    Change vs previous 13F -48,962 shares

    9.06% of the 13F portfolio, value $45,893,163.

    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 1,550,210 shares
    Change vs previous 13F +109,172 shares

    9.51% of the 13F portfolio, value $46,552,807.

    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 1,441,038 shares
    Change vs previous 13F not available

    9.2% of the 13F portfolio, value $44,398,372.

    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).