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DIXON FNANCIAL SERVICES, INC.: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIXON FNANCIAL SERVICES, INC. on DFUS, newest first. How the timeline and the estimate are built.

DIXON FNANCIAL SERVICES, INC. held 429,043 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 429,043 shares
    Change vs previous 13F -2,128 shares

    14.24% of the 13F portfolio, value $35,155,783.

    13F-HR 0001909993-26-000003 filed by DIXON FNANCIAL SERVICES, 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 431,171 shares
    Change vs previous 13F -2,653 shares

    13.73% of the 13F portfolio, value $30,574,336.

    13F-HR 0001909993-26-000002 filed by DIXON FNANCIAL SERVICES, 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 433,824 shares
    Change vs previous 13F -573 shares

    14.27% of the 13F portfolio, value $32,176,726.

    13F-HR 0001909993-26-000001 filed by DIXON FNANCIAL SERVICES, 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 434,397 shares
    Change vs previous 13F -7,328 shares

    14.33% of the 13F portfolio, value $31,467,719.

    13F-HR 0001909993-25-000007 filed by DIXON FNANCIAL SERVICES, 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 441,725 shares
    Change vs previous 13F -2,378 shares

    14.95% of the 13F portfolio, value $29,604,410.

    13F-HR 0001909993-25-000004 filed by DIXON FNANCIAL SERVICES, 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 444,103 shares
    Change vs previous 13F -8,756 shares

    14.52% of the 13F portfolio, value $26,859,349.

    13F-HR 0001909993-25-000002 filed by DIXON FNANCIAL SERVICES, 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 452,859 shares
    Change vs previous 13F -18,863 shares

    15.68% of the 13F portfolio, value $28,869,761.

    13F-HR 0001909993-25-000001 filed by DIXON FNANCIAL SERVICES, 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 471,722 shares
    Change vs previous 13F not available

    15.58% of the 13F portfolio, value $29,341,108.

    13F-HR 0001909993-24-000005 filed by DIXON FNANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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