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Disclosery

Elser Financial Planning, Inc: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elser Financial Planning, Inc on DFUV, newest first. How the timeline and the estimate are built.

Elser Financial Planning, Inc held 882,671 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 882,671 shares
    Change vs previous 13F -9,309 shares

    2.11% of the 13F portfolio, value $48,555,755.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, 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 891,980 shares
    Change vs previous 13F +884,653 shares

    2.09% of the 13F portfolio, value $43,136,909.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, 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 7,327 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $341,344.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, 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 7,327 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $327,424.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, 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/A 7,327 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $309,767.

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, 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 7,327 shares
    Change vs previous 13F -978,212 shares

    0.42% of the 13F portfolio, value $301,928.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, 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 985,539 shares
    Change vs previous 13F +978,212 shares

    2.95% of the 13F portfolio, value $40,328,249.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, 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 7,327 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $305,444.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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