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Disclosery

WPWealth LLP: DFVX position timeline

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

WPWealth LLP held 16,590 DFVX 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 16,590 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,364,237.

    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 16,590 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,232,592.

    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 16,590 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,233,467.

    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 16,590 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,206,425.

    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 16,590 shares
    Change vs previous 13F -929 shares

    0.21% of the 13F portfolio, value $1,143,383.

    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 17,519 shares
    Change vs previous 13F -537 shares

    0.22% of the 13F portfolio, value $1,123,461.

    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 18,056 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,178,861.

    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).