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ACCREDITED INVESTOR SERVICES, LLC: DFUV position timeline

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

ACCREDITED INVESTOR SERVICES, LLC held 18,228 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,228 shares
    Change vs previous 13F -7 shares

    0.57% of the 13F portfolio, value $1,002,722.

    13F-HR 0002028621-26-000004 filed by ACCREDITED INVESTOR SERVICES, 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 18,235 shares
    Change vs previous 13F -2,006 shares

    0.57% of the 13F portfolio, value $883,668.

    13F-HR 0002028621-26-000002 filed by ACCREDITED INVESTOR SERVICES, 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 20,241 shares
    Change vs previous 13F -66 shares

    0.62% of the 13F portfolio, value $943,028.

    13F-HR 0002028621-26-000001 filed by ACCREDITED INVESTOR SERVICES, 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 20,307 shares
    Change vs previous 13F -66 shares

    0.62% of the 13F portfolio, value $907,520.

    13F-HR 0002028621-25-000002 filed by ACCREDITED INVESTOR SERVICES, 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 20,373 shares
    Change vs previous 13F -200 shares

    0.65% of the 13F portfolio, value $861,370.

    13F-HR 0001085146-25-004156 filed by ACCREDITED INVESTOR SERVICES, 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 20,573 shares
    Change vs previous 13F +320 shares

    0.71% of the 13F portfolio, value $847,813.

    13F-HR 0001085146-25-002536 filed by ACCREDITED INVESTOR SERVICES, 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 20,253 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $828,753.

    13F-HR 0001085146-25-000996 filed by ACCREDITED INVESTOR SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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