BAKER TILLY WEALTH MANAGEMENT, LLC: DFUS position timeline

BAKER TILLY WEALTH MANAGEMENT, LLC held 64,161 DFUS shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 64,161 shares

   Change vs previous 13F -3,086 shares

   1.06% of the 13F portfolio, value $5,327,247.

   13F-HR 0001840565-26-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
   Accepted 2026-10-05 13:34:32 UTC, ingested 2026-10-06 10:25:04 UTC

2. period ended2026-06-30

   13F 67,247 shares

   Change vs previous 13F -140 shares

   1.18% of the 13F portfolio, value $5,510,203.

   13F-HR 0001840565-26-000003 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
   Filed 2026-07-17 (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).

3. period ended2026-03-31

   13F 67,387 shares

   Change vs previous 13F +441 shares

   1.16% of the 13F portfolio, value $4,778,408.

   13F-HR 0001840565-26-000002 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
   Filed 2026-04-10 (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).

4. period ended2025-12-31

   13F 66,946 shares

   Change vs previous 13F -63,720 shares

   1.22% of the 13F portfolio, value $4,965,358.

   13F-HR 0001840565-26-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
   Filed 2026-01-08 (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).

5. period ended2025-09-30

   13F 130,666 shares

   Change vs previous 13F not available

   2.14% of the 13F portfolio, value $9,465,428.

   13F-HR 0001840565-25-000007 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
   Filed 2025-10-09 (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).