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Disclosery

DRAVO BAY LLC: DFSD position timeline

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

DRAVO BAY LLC held 352,796 DFSD 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 352,796 shares
    Change vs previous 13F +49,764 shares

    5.83% of the 13F portfolio, value $16,845,993.

    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 303,032 shares
    Change vs previous 13F +28,171 shares

    5.89% of the 13F portfolio, value $14,509,152.

    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 274,861 shares
    Change vs previous 13F +29,713 shares

    5.48% of the 13F portfolio, value $13,179,584.

    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 245,148 shares
    Change vs previous 13F +26,371 shares

    5.22% of the 13F portfolio, value $11,813,676.

    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 218,777 shares
    Change vs previous 13F +2,386 shares

    5.17% of the 13F portfolio, value $10,678,593.

    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 216,391 shares
    Change vs previous 13F -9,442 shares

    5.45% of the 13F portfolio, value $10,282,882.

    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 225,833 shares
    Change vs previous 13F +11,846 shares

    5.13% of the 13F portfolio, value $10,587,040.

    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 213,987 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $10,215,739.

    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).