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Disclosery

Canopy Partners, LLC: DFAU position timeline

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

Canopy Partners, LLC held 252,296 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,296 shares
    Change vs previous 13F -1,898 shares

    3.92% of the 13F portfolio, value $13,041,193.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 254,194 shares
    Change vs previous 13F +4,055 shares

    3.93% of the 13F portfolio, value $11,469,259.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 250,139 shares
    Change vs previous 13F +22,413 shares

    3.81% of the 13F portfolio, value $11,706,520.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 227,726 shares
    Change vs previous 13F +18,321 shares

    3.48% of the 13F portfolio, value $10,420,777.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 209,405 shares
    Change vs previous 13F +20,051 shares

    3.25% of the 13F portfolio, value $8,870,407.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 189,354 shares
    Change vs previous 13F +20,344 shares

    2.84% of the 13F portfolio, value $7,278,768.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 169,010 shares
    Change vs previous 13F +9,201 shares

    2.61% of the 13F portfolio, value $6,843,228.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 159,809 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $6,342,839.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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