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Disclosery

Burk Holdings LLC: DFSV position timeline

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

Burk Holdings LLC held 150,184 DFSV 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 150,184 shares
    Change vs previous 13F -3,125 shares

    2.15% of the 13F portfolio, value $5,825,637.

    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 153,309 shares
    Change vs previous 13F -626 shares

    2.3% of the 13F portfolio, value $5,371,947.

    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 153,935 shares
    Change vs previous 13F +2,316 shares

    2.41% of the 13F portfolio, value $5,062,922.

    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 151,619 shares
    Change vs previous 13F +1,095 shares

    2.58% of the 13F portfolio, value $4,827,549.

    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 150,524 shares
    Change vs previous 13F +38,794 shares

    2.77% of the 13F portfolio, value $4,429,921.

    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 111,730 shares
    Change vs previous 13F +936 shares

    2.37% of the 13F portfolio, value $3,145,199.

    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 110,794 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $3,410,252.

    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).