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Disclosery

Aegis Wealth Management LLC: DFUV position timeline

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

Aegis Wealth Management LLC held 133,283 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,283 shares
    Change vs previous 13F -2,554 shares

    3.45% of the 13F portfolio, value $7,331,898.

    13F-HR 0001628818-26-000004 filed by Aegis 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 135,837 shares
    Change vs previous 13F -11,220 shares

    3.76% of the 13F portfolio, value $6,582,662.

    13F-HR 0001628818-26-000003 filed by Aegis 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 147,057 shares
    Change vs previous 13F -16,895 shares

    3.87% of the 13F portfolio, value $6,851,386.

    13F-HR 0001628818-26-000001 filed by Aegis 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 163,952 shares
    Change vs previous 13F -9,912 shares

    3.92% of the 13F portfolio, value $7,327,015.

    13F-HR 0001628818-25-000004 filed by Aegis 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 173,864 shares
    Change vs previous 13F 0 shares

    4.3% of the 13F portfolio, value $7,164,936.

    13F-HR 0001085146-25-004679 filed by Aegis 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 173,864 shares
    Change vs previous 13F -1,885 shares

    4.21% of the 13F portfolio, value $7,164,936.

    13F-HR 0001085146-25-002751 filed by Aegis 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 175,749 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $7,191,650.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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