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Caerus Investment Advisors, LLC: DFUS position timeline

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

Caerus Investment Advisors, LLC held 42,869 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,869 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $3,512,686.

    13F-HR 0001862682-26-000003 filed by Caerus Investment Advisors, 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 42,869 shares
    Change vs previous 13F -1,151 shares

    1.28% of the 13F portfolio, value $3,039,841.

    13F-HR 0001862682-26-000002 filed by Caerus Investment Advisors, 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 44,020 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $3,264,963.

    13F-HR 0001862682-26-000001 filed by Caerus Investment Advisors, 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 44,020 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $3,188,809.

    13F-HR 0001862682-25-000002 filed by Caerus Investment Advisors, 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 44,020 shares
    Change vs previous 13F 0 shares

    2.81% of the 13F portfolio, value $2,950,220.

    13F-HR 0001085146-25-005300 filed by Caerus Investment Advisors, 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 44,020 shares
    Change vs previous 13F 0 shares

    2.57% of the 13F portfolio, value $2,662,330.

    13F-HR 0001085146-25-002408 filed by Caerus Investment Advisors, 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 44,020 shares
    Change vs previous 13F 0 shares

    2.64% of the 13F portfolio, value $2,806,275.

    13F-HR 0001085146-25-001372 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 44,020 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $2,738,044.

    13F-HR 0001085146-24-005889 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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