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Disclosery

Burk Holdings LLC: DFUS position timeline

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

Burk Holdings LLC held 105,854 DFUS 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 105,854 shares
    Change vs previous 13F +6,021 shares

    3.21% of the 13F portfolio, value $8,673,704.

    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 99,833 shares
    Change vs previous 13F +8,820 shares

    3.03% of the 13F portfolio, value $7,079,140.

    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 91,013 shares
    Change vs previous 13F -2,369 shares

    3.22% of the 13F portfolio, value $6,750,416.

    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 93,382 shares
    Change vs previous 13F +3,761 shares

    3.61% of the 13F portfolio, value $6,764,574.

    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 89,621 shares
    Change vs previous 13F -16,167 shares

    3.76% of the 13F portfolio, value $6,006,383.

    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 105,788 shares
    Change vs previous 13F +10,619 shares

    4.83% of the 13F portfolio, value $6,398,043.

    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 95,169 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $6,067,008.

    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).