Twin Peaks Wealth Advisors’s Dun & Bradstreet DNB Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio DNB Stock Details DNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9	Closed	-$82	–	668
2025 Q2	$82	Buy	+9	New	+$81	﹤0.01%	2145

Other funds holding DNB

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Twin Peaks Wealth Advisors's DNB Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 9 shares — an estimated $82 sold.

Twin Peaks Wealth Advisors first reported a position in DNB in Q2 2025 and held it in 1 quarter. The position peaked at $82 in Q2 2025. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 9 Dun & Bradstreet shares in Q3 2025, an estimated $82.
Twin Peaks Wealth Advisors first reported a position in Dun & Bradstreet in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Dun & Bradstreet position peaked at $82 in Q2 2025.
2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.