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Disclosery

WPWealth LLP: DFNM position timeline

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

WPWealth LLP held 30,480 DFNM 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 30,480 shares
    Change vs previous 13F +2,052 shares

    0.22% of the 13F portfolio, value $1,473,251.

    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 28,428 shares
    Change vs previous 13F +2,217 shares

    0.21% of the 13F portfolio, value $1,362,554.

    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 26,211 shares
    Change vs previous 13F +1,891 shares

    0.2% of the 13F portfolio, value $1,262,584.

    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 24,320 shares
    Change vs previous 13F +3,290 shares

    0.19% of the 13F portfolio, value $1,166,874.

    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 21,030 shares
    Change vs previous 13F +1,945 shares

    0.18% of the 13F portfolio, value $997,453.

    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 19,085 shares
    Change vs previous 13F -432 shares

    0.18% of the 13F portfolio, value $907,873.

    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 19,517 shares
    Change vs previous 13F -2,685 shares

    0.19% of the 13F portfolio, value $932,327.

    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 22,202 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,077,690.

    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).