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Disclosery

WPWealth LLP: DFSD position timeline

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

WPWealth LLP held 1,188,766 DFSD 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 1,188,766 shares
    Change vs previous 13F -21,133 shares

    8.42% of the 13F portfolio, value $56,763,568.

    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 1,209,899 shares
    Change vs previous 13F +38,786 shares

    8.85% of the 13F portfolio, value $57,929,951.

    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 1,171,113 shares
    Change vs previous 13F +85,477 shares

    8.79% of the 13F portfolio, value $56,154,853.

    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 1,085,636 shares
    Change vs previous 13F +61,192 shares

    8.55% of the 13F portfolio, value $52,316,775.

    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 1,024,444 shares
    Change vs previous 13F -44,838 shares

    8.87% of the 13F portfolio, value $49,183,537.

    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 1,069,282 shares
    Change vs previous 13F +19,838 shares

    10.03% of the 13F portfolio, value $50,812,276.

    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 1,049,444 shares
    Change vs previous 13F +62,692 shares

    10.05% of the 13F portfolio, value $49,197,936.

    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 986,752 shares
    Change vs previous 13F not available

    9.77% of the 13F portfolio, value $47,107,543.

    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).