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Burk Holdings LLC: DFSD position timeline

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

Burk Holdings LLC held 158,862 DFSD 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 158,862 shares
    Change vs previous 13F +15,505 shares

    2.8% of the 13F portfolio, value $7,585,682.

    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 143,357 shares
    Change vs previous 13F +8,965 shares

    2.94% of the 13F portfolio, value $6,863,945.

    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 134,392 shares
    Change vs previous 13F +16,247 shares

    3.07% of the 13F portfolio, value $6,444,102.

    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 118,145 shares
    Change vs previous 13F +12,738 shares

    3.04% of the 13F portfolio, value $5,693,428.

    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 105,407 shares
    Change vs previous 13F +24,971 shares

    3.17% of the 13F portfolio, value $5,060,572.

    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 80,436 shares
    Change vs previous 13F +17,018 shares

    2.89% of the 13F portfolio, value $3,822,324.

    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 63,418 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $2,973,041.

    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).