Brady Martz Wealth Solutions, LLC: DFSV position timeline

Brady Martz Wealth Solutions, LLC held 69,908 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 69,908 shares

   Change vs previous 13F -2,904 shares

   0.41% of the 13F portfolio, value $2,711,751.

   13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 72,812 shares

   Change vs previous 13F +982 shares

   0.43% of the 13F portfolio, value $2,551,322.

   13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 71,830 shares

   Change vs previous 13F 0 shares

   0.42% of the 13F portfolio, value $2,362,489.

   13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 71,830 shares

   Change vs previous 13F +3,474 shares

   0.42% of the 13F portfolio, value $2,287,067.

   13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 68,356 shares

   Change vs previous 13F not available

   0.39% of the 13F portfolio, value $2,011,717.

   13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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