Annapolis Financial Services, LLC: DFLV position timeline

Annapolis Financial Services, LLC held 521 DFLV shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 521 shares

   Change vs previous 13F -657 shares

   <0.01% of the 13F portfolio, value $16,053.

   13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
   Filed 2024-10-16 (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).

2. period ended2024-06-30

   13F 1,178 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $34,056.

   13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 1,178 shares

   Change vs previous 13F -20,343 shares

   0.01% of the 13F portfolio, value $35,329.

   13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
   Filed 2024-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 21,521 shares

   Change vs previous 13F +6,750 shares

   0.15% of the 13F portfolio, value $582,144.

   13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
   Filed 2024-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 14,771 shares

   Change vs previous 13F +843 shares

   0.11% of the 13F portfolio, value $366,469.

   13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 13,928 shares

   Change vs previous 13F +1,679 shares

   0.1% of the 13F portfolio, value $353,772.

   13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
   Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 12,249 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $300,946.

   13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
   Filed 2023-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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