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1900 WEALTH MANAGEMENT LLC: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on DFUV, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 497,233 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 497,233 shares
    Change vs previous 13F -11,017 shares

    1.52% of the 13F portfolio, value $27,352,787.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 508,250 shares
    Change vs previous 13F -5,186 shares

    1.58% of the 13F portfolio, value $24,629,787.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 513,436 shares
    Change vs previous 13F -7,202 shares

    1.53% of the 13F portfolio, value $23,920,964.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 520,638 shares
    Change vs previous 13F -8,496 shares

    1.58% of the 13F portfolio, value $23,267,317.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 529,134 shares
    Change vs previous 13F -13,428 shares

    1.69% of the 13F portfolio, value $22,371,798.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 542,562 shares
    Change vs previous 13F -8,982 shares

    1.86% of the 13F portfolio, value $22,358,998.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 551,544 shares
    Change vs previous 13F -14,512 shares

    1.89% of the 13F portfolio, value $22,569,177.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 566,056 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $23,598,893.

    13F-HR/A 0001791996-24-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).