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Burk Holdings LLC: DFUV position timeline

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

Burk Holdings LLC held 230,951 DFUV 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 230,951 shares
    Change vs previous 13F +3,762 shares

    4.7% of the 13F portfolio, value $12,704,591.

    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 227,189 shares
    Change vs previous 13F +10,182 shares

    4.72% of the 13F portfolio, value $11,009,582.

    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 217,007 shares
    Change vs previous 13F +5,338 shares

    4.82% of the 13F portfolio, value $10,110,371.

    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 211,669 shares
    Change vs previous 13F +8,033 shares

    5.05% of the 13F portfolio, value $9,459,473.

    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 203,636 shares
    Change vs previous 13F +160 shares

    5.39% of the 13F portfolio, value $8,609,733.

    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 203,476 shares
    Change vs previous 13F +19,482 shares

    6.33% of the 13F portfolio, value $8,385,237.

    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 183,994 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $7,529,039.

    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).