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DIXON FNANCIAL SERVICES, INC.: DFUV position timeline

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

DIXON FNANCIAL SERVICES, INC. held 745,784 DFUV 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 745,784 shares
    Change vs previous 13F -4,781 shares

    16.62% of the 13F portfolio, value $41,025,578.

    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 750,565 shares
    Change vs previous 13F -10,308 shares

    16.33% of the 13F portfolio, value $36,372,380.

    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 760,873 shares
    Change vs previous 13F -4,032 shares

    15.72% of the 13F portfolio, value $35,449,073.

    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 764,905 shares
    Change vs previous 13F -6,377 shares

    15.57% of the 13F portfolio, value $34,183,604.

    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 771,282 shares
    Change vs previous 13F -3,897 shares

    16.47% of the 13F portfolio, value $32,609,803.

    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 775,179 shares
    Change vs previous 13F -3,568 shares

    17.27% of the 13F portfolio, value $31,945,127.

    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 778,747 shares
    Change vs previous 13F -6,984 shares

    17.3% of the 13F portfolio, value $31,866,327.

    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 785,731 shares
    Change vs previous 13F not available

    17.39% of the 13F portfolio, value $32,757,125.

    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).