Position in DNP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$233,053
+$10,862 QoQ
Shares Held
21,599
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#152
of 329 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DNP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTHSPAN PARTNERS, LLC holds $908,601 across 4 Asset Management names. DNP ranks #3 (25.6% of the industry book) .
All Filings in DNP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,053 | 21,599 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $222,191 | 21,572 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $213,216 | 21,343 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $211,331 | 21,112 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $204,434 | 20,882 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $218,707 | 22,114 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $193,607 | 21,951 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $251,421 | 25,042 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $258,971 | 31,505 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $388,885 | 42,876 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||