Abacus Wealth Partners, LLC: DFSE position timeline

Abacus Wealth Partners, LLC held 317,897 DFSE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 317,897 shares

   Change vs previous 13F -22,541 shares

   1.63% of the 13F portfolio, value $15,534,329.

   13F-HR 0001765380-26-000223 filed by Abacus Wealth Partners, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 340,438 shares

   Change vs previous 13F -1,033 shares

   1.32% of the 13F portfolio, value $14,424,259.

   13F-HR 0001765380-26-000123 filed by Abacus Wealth Partners, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 341,471 shares

   Change vs previous 13F +904 shares

   1.39% of the 13F portfolio, value $14,164,233.

   13F-HR 0001765380-26-000063 filed by Abacus Wealth Partners, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 340,567 shares

   Change vs previous 13F +3,873 shares

   2.01% of the 13F portfolio, value $13,993,912.

   13F-HR 0001765380-25-000473 filed by Abacus Wealth Partners, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 336,694 shares

   Change vs previous 13F -188,850 shares

   1.96% of the 13F portfolio, value $12,814,563.

   13F-HR 0001765380-25-000249 filed by Abacus Wealth Partners, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 525,544 shares

   Change vs previous 13F +5,017 shares

   2.66% of the 13F portfolio, value $17,700,331.

   13F-HR 0001765380-25-000198 filed by Abacus Wealth Partners, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 520,527 shares

   Change vs previous 13F +67,706 shares

   2.58% of the 13F portfolio, value $17,245,748.

   13F-HR 0001765380-25-000002 filed by Abacus Wealth Partners, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 452,821 shares

   Change vs previous 13F not available

   2.4% of the 13F portfolio, value $16,038,925.

   13F-HR 0001765380-24-000386 filed by Abacus Wealth Partners, LLC
   Filed 2024-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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