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Disclosery

Defender Capital, LLC.: TDY position timeline

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

Defender Capital, LLC. held 24,501 TDY shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,501 shares
    Change vs previous 13F -140 shares

    4.66% of the 13F portfolio, value $14,867,452.

    13F-HR 0001766929-26-000004 filed by Defender Capital, LLC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,641 shares
    Change vs previous 13F +1,445 shares

    5.34% of the 13F portfolio, value $16,433,083.

    13F-HR 0001766929-26-000003 filed by Defender Capital, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,196 shares
    Change vs previous 13F -10,579 shares

    4.98% of the 13F portfolio, value $14,033,812.

    13F-HR 0001766929-26-000002 filed by Defender Capital, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,775 shares
    Change vs previous 13F +33,775 shares

    5.59% of the 13F portfolio, value $17,249,906.

    13F-HR 0001766929-26-000001 filed by Defender Capital, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -34,536 shares

    13F-HR 0001766929-25-000005 filed by Defender Capital, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-06-30
    13F 34,536 shares
    Change vs previous 13F +1,875 shares

    6.01% of the 13F portfolio, value $17,693,138.

    13F-HR 0001766929-25-000003 filed by Defender Capital, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,661 shares
    Change vs previous 13F -3,440 shares

    5.98% of the 13F portfolio, value $15,158,950.

    13F-HR 0001766929-25-000002 filed by Defender Capital, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 36,101 shares
    Change vs previous 13F not available

    6.16% of the 13F portfolio, value $16,755,557.

    13F-HR 0001766929-25-000001 filed by Defender Capital, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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