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Disclosery

BURKETT FINANCIAL SERVICES, LLC: DBEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURKETT FINANCIAL SERVICES, LLC on DBEF, newest first. How the timeline and the estimate are built.

BURKETT FINANCIAL SERVICES, LLC held 482,616 DBEF shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 482,616 shares
    Change vs previous 13F -7,420 shares

    8% of the 13F portfolio, value $26,519,792.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 490,036 shares
    Change vs previous 13F -4,404 shares

    8.38% of the 13F portfolio, value $26,770,716.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 494,440 shares
    Change vs previous 13F -5,463 shares

    8.37% of the 13F portfolio, value $24,425,342.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 499,903 shares
    Change vs previous 13F -1,666 shares

    8.21% of the 13F portfolio, value $24,050,335.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 501,569 shares
    Change vs previous 13F +3,831 shares

    8.02% of the 13F portfolio, value $23,282,830.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 497,738 shares
    Change vs previous 13F +21,143 shares

    7.84% of the 13F portfolio, value $21,776,033.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 476,595 shares
    Change vs previous 13F +1,767 shares

    8.41% of the 13F portfolio, value $20,636,543.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 474,828 shares
    Change vs previous 13F not available

    8.04% of the 13F portfolio, value $19,657,859.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).