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DFPG INVESTMENTS, LLC: USMV position timeline

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

DFPG INVESTMENTS, LLC held 57,462 USMV shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 57,462 shares
    Change vs previous 13F +672 shares

    0.35% of the 13F portfolio, value $4,490,626.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 56,790 shares
    Change vs previous 13F -9,851 shares

    0.39% of the 13F portfolio, value $4,162,135.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 66,641 shares
    Change vs previous 13F +4,410 shares

    0.45% of the 13F portfolio, value $4,992,718.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 62,231 shares
    Change vs previous 13F +10,040 shares

    0.49% of the 13F portfolio, value $4,526,714.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 52,191 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,850,636.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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