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Disclosery

BANNERMAN WEALTH MANAGEMENT GROUP, LLC: DFUV position timeline

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

BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 25,514 DFUV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,514 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,403,243.

    13F-HR 0001754960-26-000828 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,514 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,403,499.

    13F-HR 0001754960-26-000418 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,514 shares
    Change vs previous 13F -666 shares

    0.83% of the 13F portfolio, value $1,236,385.

    13F-HR 0001754960-26-000226 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,180 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $1,219,704.

    13F-HR 0001754960-26-000009 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,180 shares
    Change vs previous 13F -13,095 shares

    0.86% of the 13F portfolio, value $1,169,963.

    13F-HR 0001754960-25-000667 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,275 shares
    Change vs previous 13F -1,057 shares

    1.27% of the 13F portfolio, value $1,660,527.

    13F-HR 0001754960-25-000390 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 40,332 shares
    Change vs previous 13F -778 shares

    1.36% of the 13F portfolio, value $1,662,062.

    13F-HR 0001754960-25-000194 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,110 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,682,201.

    13F-HR 0001754960-25-000159 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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