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BOK Financial Private Wealth, Inc.: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on DFUV, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 125,952 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,952 shares
    Change vs previous 13F +1,854 shares

    0.36% of the 13F portfolio, value $6,928,620.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 124,098 shares
    Change vs previous 13F -256 shares

    0.36% of the 13F portfolio, value $6,013,790.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 124,354 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $5,793,653.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 124,354 shares
    Change vs previous 13F -8,210 shares

    0.35% of the 13F portfolio, value $5,557,381.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 132,564 shares
    Change vs previous 13F -30 shares

    0.37% of the 13F portfolio, value $5,604,806.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 132,594 shares
    Change vs previous 13F -1,052 shares

    0.41% of the 13F portfolio, value $5,464,199.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 133,646 shares
    Change vs previous 13F -4,131 shares

    0.4% of the 13F portfolio, value $5,468,795.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 137,777 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,743,924.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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