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Disclosery

WPWealth LLP: DFSB position timeline

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

WPWealth LLP held 11,529 DFSB 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 11,529 shares
    Change vs previous 13F +71 shares

    0.09% of the 13F portfolio, value $600,754.

    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 11,458 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $592,853.

    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 11,457 shares
    Change vs previous 13F +322 shares

    0.09% of the 13F portfolio, value $593,457.

    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 11,135 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $593,170.

    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 11,135 shares
    Change vs previous 13F -598 shares

    0.11% of the 13F portfolio, value $583,817.

    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 11,733 shares
    Change vs previous 13F +1,102 shares

    0.12% of the 13F portfolio, value $604,258.

    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 10,631 shares
    Change vs previous 13F +1,072 shares

    0.11% of the 13F portfolio, value $541,549.

    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 9,559 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $508,252.

    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).