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BOS Asset Management, LLC: DFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOS Asset Management, LLC on DFSV, newest first. How the timeline and the estimate are built.

BOS Asset Management, LLC held 0 DFSV 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 0 shares
    Change vs previous 13F -313,868 shares

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 313,868 shares
    Change vs previous 13F +1,899 shares

    2.83% of the 13F portfolio, value $12,174,932.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, 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 311,969 shares
    Change vs previous 13F -3,629 shares

    2.79% of the 13F portfolio, value $10,931,399.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, 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 315,598 shares
    Change vs previous 13F +19,643 shares

    2.78% of the 13F portfolio, value $10,380,009.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, 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 295,955 shares
    Change vs previous 13F +8,290 shares

    2.66% of the 13F portfolio, value $9,423,204.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, 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 287,665 shares
    Change vs previous 13F +12,940 shares

    2.7% of the 13F portfolio, value $8,465,980.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, 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 274,725 shares
    Change vs previous 13F +24,877 shares

    2.65% of the 13F portfolio, value $7,733,509.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, 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 249,848 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $7,690,321.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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