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CSP Financial Group, LLC: DFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSP Financial Group, LLC on DFSV, newest first. How the timeline and the estimate are built.

CSP Financial Group, LLC held 282,436 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,436 shares
    Change vs previous 13F +17,167 shares

    9.34% of the 13F portfolio, value $10,955,708.

    13F-HR 0002111080-26-000002 filed by CSP Financial Group, 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 265,269 shares
    Change vs previous 13F not available

    9.52% of the 13F portfolio, value $9,295,022.

    13F-HR 0002111080-26-000001 filed by CSP Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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