BALASA DINVERNO & FOLTZ LLC: DFUV position timeline

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

BALASA DINVERNO & FOLTZ LLC held 7,636,123 DFUV shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

period ended2022-09-30
13F 7,636,123 shares
Change vs previous 13F -22,323 shares
14.27% of the 13F portfolio, value $226,106,000.
13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 7,658,446 shares
Change vs previous 13F not available
15.22% of the 13F portfolio, value $242,007,000.
13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).