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Disclosery

Burton Enright Welch: DFSV position timeline

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

Burton Enright Welch held 89,295 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,295 shares
    Change vs previous 13F +38 shares

    0.41% of the 13F portfolio, value $3,463,762.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 89,257 shares
    Change vs previous 13F +2,605 shares

    0.43% of the 13F portfolio, value $3,127,569.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 86,652 shares
    Change vs previous 13F -176 shares

    0.4% of the 13F portfolio, value $2,849,975.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 86,828 shares
    Change vs previous 13F +814 shares

    0.42% of the 13F portfolio, value $2,764,591.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 86,014 shares
    Change vs previous 13F -13,718 shares

    0.44% of the 13F portfolio, value $2,531,402.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 99,732 shares
    Change vs previous 13F +38,933 shares

    0.57% of the 13F portfolio, value $2,807,457.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 60,799 shares
    Change vs previous 13F +8,551 shares

    0.39% of the 13F portfolio, value $1,871,388.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 52,248 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,609,250.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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