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Disclosery

Burk Holdings LLC: DFIC position timeline

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

Burk Holdings LLC held 659,347 DFIC 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 659,347 shares
    Change vs previous 13F +35,875 shares

    9.08% of the 13F portfolio, value $24,567,268.

    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 623,472 shares
    Change vs previous 13F +12,490 shares

    9.49% of the 13F portfolio, value $22,151,968.

    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 610,982 shares
    Change vs previous 13F +23,515 shares

    10.04% of the 13F portfolio, value $21,054,435.

    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 587,467 shares
    Change vs previous 13F +25,768 shares

    10.29% of the 13F portfolio, value $19,263,030.

    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 561,699 shares
    Change vs previous 13F +40,812 shares

    10.94% of the 13F portfolio, value $17,463,212.

    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 520,887 shares
    Change vs previous 13F +15,103 shares

    10.92% of the 13F portfolio, value $14,465,032.

    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 505,784 shares
    Change vs previous 13F not available

    10.57% of the 13F portfolio, value $13,071,995.

    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).