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44 Wealth Management LLC

SEC CIK
0001831187
Latest filing
Aug 14, 2026

DFS holding history

Discover Financial Services in every 13F filed by 44 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
6
Since Q2 2021
Holdings of DFS by 44 Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,722−100.0%Sold outHolders
Q1 20251,722$293.9K0.1%+76+4.6%AddedHolders
Q4 20241,646$285.1K0.1%−110−6.3%ReducedHolders
Q3 20241,756$254.9K0.1%–No prior filingHolders
Q1 20220$00.0%−1,940−100.0%Sold outHolders
Q4 20211,940$224.0K0.1%−10−0.5%ReducedHolders
Q3 20211,950$240.0K0.1%−84−4.1%ReducedHolders
Q2 20212,034$241.0K0.1%+2,034NewHolders