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Disclosery

DOLIVER ADVISORS, LP: REFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOLIVER ADVISORS, LP on REFI, newest first. How the timeline and the estimate are built.

DOLIVER ADVISORS, LP held 128,782 REFI 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 128,782 shares
    Change vs previous 13F +17,774 shares

    0.28% of the 13F portfolio, value $1,290,396.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 111,008 shares
    Change vs previous 13F -800 shares

    0.27% of the 13F portfolio, value $1,190,006.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    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 111,808 shares
    Change vs previous 13F +5,500 shares

    0.29% of the 13F portfolio, value $1,265,667.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    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 106,308 shares
    Change vs previous 13F +2,550 shares

    0.33% of the 13F portfolio, value $1,303,336.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    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 103,758 shares
    Change vs previous 13F +23,170 shares

    0.34% of the 13F portfolio, value $1,327,065.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 80,588 shares
    Change vs previous 13F +34,400 shares

    0.31% of the 13F portfolio, value $1,125,008.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    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 46,188 shares
    Change vs previous 13F +18,750 shares

    0.19% of the 13F portfolio, value $678,964.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    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 27,438 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $423,094.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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