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Disclosery

DRAVO BAY LLC: DFCF position timeline

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

DRAVO BAY LLC held 416,839 DFCF 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 416,839 shares
    Change vs previous 13F +60,173 shares

    6.09% of the 13F portfolio, value $17,594,776.

    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 356,666 shares
    Change vs previous 13F +37,153 shares

    6.12% of the 13F portfolio, value $15,058,433.

    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 319,513 shares
    Change vs previous 13F +32,120 shares

    5.65% of the 13F portfolio, value $13,598,476.

    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 287,393 shares
    Change vs previous 13F +31,411 shares

    5.43% of the 13F portfolio, value $12,288,931.

    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 255,982 shares
    Change vs previous 13F +2,134 shares

    5.32% of the 13F portfolio, value $11,000,971.

    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 253,848 shares
    Change vs previous 13F -8,433 shares

    5.66% of the 13F portfolio, value $10,676,738.

    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 262,281 shares
    Change vs previous 13F +14,284 shares

    5.25% of the 13F portfolio, value $10,824,335.

    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 247,997 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $10,710,990.

    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).