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Disclosery

Applied Fundamental Research, LLC: DY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Fundamental Research, LLC on DY, newest first. How the timeline and the estimate are built.

Applied Fundamental Research, LLC held 37,923 DY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,923 shares
    Change vs previous 13F +2,951 shares

    22.68% of the 13F portfolio, value $19,173,490.

    13F-HR 0001849776-26-000007 filed by Applied Fundamental Research, 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 34,972 shares
    Change vs previous 13F 0 shares

    15.64% of the 13F portfolio, value $11,849,213.

    13F-HR 0001849776-26-000005 filed by Applied Fundamental Research, 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 34,972 shares
    Change vs previous 13F -19,046 shares

    11.74% of the 13F portfolio, value $11,817,039.

    13F-HR 0001849776-26-000001 filed by Applied Fundamental Research, 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 54,018 shares
    Change vs previous 13F -13,728 shares

    15.31% of the 13F portfolio, value $15,760,292.

    13F-HR 0001849776-25-000008 filed by Applied Fundamental Research, 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 67,746 shares
    Change vs previous 13F -7,780 shares

    14.67% of the 13F portfolio, value $16,556,445.

    13F-HR 0001849776-25-000004 filed by Applied Fundamental Research, 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 75,526 shares
    Change vs previous 13F +24,495 shares

    9.64% of the 13F portfolio, value $11,505,631.

    13F-HR 0001849776-25-000003 filed by Applied Fundamental Research, 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 51,031 shares
    Change vs previous 13F -296 shares

    6.95% of the 13F portfolio, value $8,882,456.

    13F-HR 0001849776-25-000001 filed by Applied Fundamental Research, 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 51,327 shares
    Change vs previous 13F not available

    6.68% of the 13F portfolio, value $10,116,552.

    13F-HR 0001849776-24-000010 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

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