Skip to content
Disclosery

WPWealth LLP: DFSI position timeline

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

WPWealth LLP held 15,597 DFSI 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 15,597 shares
    Change vs previous 13F +135 shares

    0.1% of the 13F portfolio, value $703,426.

    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 15,462 shares
    Change vs previous 13F +61 shares

    0.1% of the 13F portfolio, value $655,602.

    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 15,401 shares
    Change vs previous 13F -96 shares

    0.1% of the 13F portfolio, value $659,835.

    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 15,497 shares
    Change vs previous 13F +554 shares

    0.1% of the 13F portfolio, value $634,596.

    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 14,943 shares
    Change vs previous 13F -834 shares

    0.11% of the 13F portfolio, value $588,890.

    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 15,777 shares
    Change vs previous 13F +3,670 shares

    0.11% of the 13F portfolio, value $550,457.

    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 12,107 shares
    Change vs previous 13F +1,030 shares

    0.08% of the 13F portfolio, value $397,707.

    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 11,077 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $395,834.

    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).