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Disclosery

WPWealth LLP: DFUV position timeline

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

WPWealth LLP held 547,549 DFUV 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 547,549 shares
    Change vs previous 13F -52,915 shares

    4.47% of the 13F portfolio, value $30,120,655.

    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 600,464 shares
    Change vs previous 13F +20,176 shares

    4.45% of the 13F portfolio, value $29,098,501.

    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 580,288 shares
    Change vs previous 13F +43,970 shares

    4.23% of the 13F portfolio, value $27,035,629.

    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 536,318 shares
    Change vs previous 13F +52,138 shares

    3.92% of the 13F portfolio, value $23,968,074.

    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 484,180 shares
    Change vs previous 13F +142,511 shares

    3.69% of the 13F portfolio, value $20,471,111.

    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 341,669 shares
    Change vs previous 13F +20,837 shares

    2.78% of the 13F portfolio, value $14,080,197.

    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 320,832 shares
    Change vs previous 13F +7,496 shares

    2.68% of the 13F portfolio, value $13,128,442.

    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 313,336 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $13,062,999.

    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).