• 13F History

WPWealth LLP

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$489M
Signature - Title
Rebecca Sierp - CCO
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by WPWealth LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WPWealth LLP reported 90 stock holdings with total value $489M as of Q4 2024. Top holdings included DFCF, DFIC, DFAU, DFSD, and DFLV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 90 $489M +$33.9M -$12.1M +$21.8M DFCF, DFIC, DFAU, DFSD, DFLV 13F-HR 2/13/2025, 04:04 PM
Q3 2024 88 $482M +$50.6M -$4.79M +$45.8M DFCF, DFIC, DFSD, DFAU, DFLV 13F-HR 11/13/2024, 02:03 PM
Q2 2024 70 $414M +$40.1M -$11.4M +$28.8M DFCF, DFIC, DFAU, DFSD, DFLV 13F-HR 8/8/2024, 10:54 AM
Q1 2024 63 $387M +$58.5M -$5.87M +$52.6M DFCF, DFIC, DFSD, DFAU, DFLV 13F-HR 5/16/2024, 02:27 PM
Q4 2023 61 $323M +$46.1M -$6.21M +$39.9M DFCF, DFIC, DFAU, DFLV, DFAT 13F-HR 2/9/2024, 09:56 AM
Q3 2023 60 $261M +$42.9M -$6.06M +$36.8M DFCF, DFIC, DFAU, DFLV, DFAT 13F-HR 10/12/2023, 02:38 PM
Q2 2023 56 $233M +$15.8M -$3.61M +$12.2M DFCF, DFIC, DFAU, DFAT, DFLV 13F-HR 10/12/2023, 02:32 PM
Q1 2023 45 $217M +$34.6M -$13.7M +$20.9M DFCF, DFIC, DFAU, DFUV, DFAT 13F-HR 5/12/2023, 05:00 PM
Q4 2022 39 $189M DFCF, DFIC, DFUV, DFAU, DFAT 13F-HR 1/31/2023, 03:27 PM