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DRAVO BAY LLC: DFAS position timeline

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

DRAVO BAY LLC held 163,345 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,345 shares
    Change vs previous 13F +15,334 shares

    4.65% of the 13F portfolio, value $13,449,797.

    13F-HR 0001951757-26-001209 filed by DRAVO BAY LLC
    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 148,011 shares
    Change vs previous 13F +5,833 shares

    4.28% of the 13F portfolio, value $10,528,029.

    13F-HR 0001951757-26-000790 filed by DRAVO BAY LLC
    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 142,178 shares
    Change vs previous 13F +9,684 shares

    4.12% of the 13F portfolio, value $9,905,525.

    13F-HR 0001951757-26-000312 filed by DRAVO BAY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 132,494 shares
    Change vs previous 13F +9,342 shares

    4.01% of the 13F portfolio, value $9,070,520.

    13F-HR 0001951757-25-001280 filed by DRAVO BAY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 123,152 shares
    Change vs previous 13F +2,625 shares

    3.9% of the 13F portfolio, value $8,057,183.

    13F-HR 0001951757-25-001022 filed by DRAVO BAY LLC
    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 120,527 shares
    Change vs previous 13F -6,969 shares

    3.82% of the 13F portfolio, value $7,201,464.

    13F-HR 0001951757-25-000498 filed by DRAVO BAY LLC
    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 127,496 shares
    Change vs previous 13F +11,025 shares

    4.02% of the 13F portfolio, value $8,297,470.

    13F-HR 0001951757-25-000187 filed by DRAVO BAY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 116,471 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $7,554,309.

    13F-HR 0001951757-24-001169 filed by DRAVO BAY LLC
    Filed (acceptance time not in the bulk data set), ingested

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