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Livermore
Livermore
ZHEN

Cranbrook Wealth Management, LLC

SEC CIK
0001599084
Latest filing
Aug 6, 2026

DFS holding history

Discover Financial Services in every 13F filed by Cranbrook Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of DFS by Cranbrook Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−9−100.0%Sold outHolders
Q1 20259$1.54K<0.1%00.0%UnchangedHolders
Q4 20249$1.56K<0.1%00.0%UnchangedHolders
Q3 20249$1.26K<0.1%00.0%UnchangedHolders
Q2 20249$1.18K<0.1%00.0%UnchangedHolders
Q1 20249$1.18K<0.1%−59−86.8%ReducedHolders
Q4 202368$7.64K<0.1%00.0%UnchangedHolders
Q3 202368$5.89K<0.1%−59−46.5%ReducedHolders
Q2 2023127$14.8K<0.1%00.0%UnchangedHolders
Q1 2023127$12.6K<0.1%00.0%UnchangedHolders
Q4 2022127$12.4K<0.1%00.0%UnchangedHolders
Q3 2022127$12.0K<0.1%−60−32.1%ReducedHolders
Q2 2022187$18.0K<0.1%−118−38.7%ReducedHolders
Q1 2022305$34.0K<0.1%00.0%UnchangedHolders
Q4 2021305$35.0K<0.1%00.0%UnchangedHolders
Q3 2021305$37.0K<0.1%00.0%UnchangedHolders
Q2 2021305$36.0K<0.1%00.0%UnchangedHolders
Q1 2021305$29.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.