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Disclosery

Burk Holdings LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burk Holdings LLC on DFAE, newest first. How the timeline and the estimate are built.

Burk Holdings LLC held 104,370 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,370 shares
    Change vs previous 13F +10,860 shares

    1.55% of the 13F portfolio, value $4,196,707.

    13F-HR 0002079815-26-000003 filed by Burk Holdings 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 93,510 shares
    Change vs previous 13F +3,720 shares

    1.36% of the 13F portfolio, value $3,166,240.

    13F-HR 0002079815-26-000002 filed by Burk Holdings 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 89,790 shares
    Change vs previous 13F +5,794 shares

    1.39% of the 13F portfolio, value $2,924,452.

    13F-HR 0002079815-26-000001 filed by Burk Holdings 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 83,996 shares
    Change vs previous 13F +4,206 shares

    1.41% of the 13F portfolio, value $2,648,386.

    13F-HR 0002079815-25-000004 filed by Burk Holdings 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 79,790 shares
    Change vs previous 13F -1,629 shares

    1.45% of the 13F portfolio, value $2,309,913.

    13F-HR 0002079815-25-000001 filed by Burk Holdings 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 81,419 shares
    Change vs previous 13F +16,277 shares

    1.59% of the 13F portfolio, value $2,107,931.

    13F-HR 0002079815-25-000002 filed by Burk Holdings 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 65,142 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,652,653.

    13F-HR 0002079815-25-000003 filed by Burk Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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