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Carlson Capital Management: DFUV position timeline

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

Carlson Capital Management held 37,278 DFUV shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 37,278 shares
    Change vs previous 13F +213 shares

    0.07% of the 13F portfolio, value $1,525,416.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 37,065 shares
    Change vs previous 13F -3,532 shares

    0.07% of the 13F portfolio, value $1,545,240.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 40,597 shares
    Change vs previous 13F -907 shares

    0.08% of the 13F portfolio, value $1,594,244.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 41,504 shares
    Change vs previous 13F -631,511 shares

    0.08% of the 13F portfolio, value $1,697,514.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 673,015 shares
    Change vs previous 13F -39,735 shares

    1.29% of the 13F portfolio, value $25,049,618.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 712,750 shares
    Change vs previous 13F -478 shares

    1.44% of the 13F portfolio, value $24,247,755.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 713,228 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $24,606,366.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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