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Disclosery

WPWealth LLP: DFSE position timeline

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

WPWealth LLP held 4,884 DFSE 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 4,884 shares
    Change vs previous 13F +24 shares

    0.04% of the 13F portfolio, value $238,738.

    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 4,860 shares
    Change vs previous 13F +17 shares

    0.03% of the 13F portfolio, value $205,937.

    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 4,843 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $200,901.

    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).