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Colorado Capital Management, Inc.: DFUV position timeline

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

Colorado Capital Management, Inc. held 113,213 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,213 shares
    Change vs previous 13F -13,861 shares

    2.13% of the 13F portfolio, value $6,228,000.

    13F-HR 0001664147-26-000003 filed by Colorado Capital Management, Inc.
    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 127,074 shares
    Change vs previous 13F -3,357 shares

    2.3% of the 13F portfolio, value $6,158,000.

    13F-HR 0001664147-26-000002 filed by Colorado Capital Management, Inc.
    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 130,431 shares
    Change vs previous 13F -1,662 shares

    2.28% of the 13F portfolio, value $6,077,000.

    13F-HR 0001664147-26-000001 filed by Colorado Capital Management, Inc.
    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 132,093 shares
    Change vs previous 13F -428 shares

    2.28% of the 13F portfolio, value $5,903,000.

    13F-HR 0001664147-25-000009 filed by Colorado Capital Management, Inc.
    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 132,521 shares
    Change vs previous 13F -26,211 shares

    2.4% of the 13F portfolio, value $5,603,000.

    13F-HR 0001664147-25-000004 filed by Colorado Capital Management, Inc.
    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 158,732 shares
    Change vs previous 13F -2,261 shares

    3.05% of the 13F portfolio, value $6,541,000.

    13F-HR 0001664147-25-000003 filed by Colorado Capital Management, Inc.
    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 160,993 shares
    Change vs previous 13F -16,098 shares

    3.19% of the 13F portfolio, value $6,588,000.

    13F-HR 0001664147-25-000001 filed by Colorado Capital Management, Inc.
    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 177,091 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $7,383,000.

    13F-HR 0001664147-24-000006 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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