Skip to content
Disclosery

WPWealth LLP: DFUS position timeline

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

WPWealth LLP held 12,835 DFUS 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 12,835 shares
    Change vs previous 13F +23 shares

    0.16% of the 13F portfolio, value $1,051,700.

    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 12,812 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $908,499.

    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).