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BENNINGFIELD FINANCIAL ADVISORS, LLC: DFUV position timeline

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

BENNINGFIELD FINANCIAL ADVISORS, LLC held 504,434 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 504,434 shares
    Change vs previous 13F -2,385 shares

    20.55% of the 13F portfolio, value $27,748,915.

    13F-HR 0002053653-26-000005 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 506,819 shares
    Change vs previous 13F +1,576 shares

    19.38% of the 13F portfolio, value $24,560,449.

    13F-HR 0002053653-26-000003 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 505,243 shares
    Change vs previous 13F +1,242 shares

    18.43% of the 13F portfolio, value $23,539,272.

    13F-HR 0002053653-26-000001 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 504,001 shares
    Change vs previous 13F +23,705 shares

    17.77% of the 13F portfolio, value $22,523,805.

    13F-HR 0002053653-25-000002 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 480,296 shares
    Change vs previous 13F +24,619 shares

    17.53% of the 13F portfolio, value $20,306,915.

    13F-HR 0001085146-25-004507 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 455,677 shares
    Change vs previous 13F +3,032 shares

    18.04% of the 13F portfolio, value $18,778,450.

    13F-HR 0001085146-25-002645 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 452,645 shares
    Change vs previous 13F not available

    18.12% of the 13F portfolio, value $18,522,234.

    13F-HR 0001085146-25-000725 filed by BENNINGFIELD FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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