Skip to content
Disclosery

Embree Financial Group: DFUV position timeline

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

Embree Financial Group held 74,114 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,114 shares
    Change vs previous 13F -1,593 shares

    0.41% of the 13F portfolio, value $4,077,008.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 75,707 shares
    Change vs previous 13F -20,376 shares

    0.43% of the 13F portfolio, value $3,668,764.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 96,083 shares
    Change vs previous 13F -24,932 shares

    0.55% of the 13F portfolio, value $4,476,490.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 121,015 shares
    Change vs previous 13F -26,401 shares

    0.73% of the 13F portfolio, value $5,408,149.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 147,416 shares
    Change vs previous 13F -40,082 shares

    0.94% of the 13F portfolio, value $6,232,742.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 187,498 shares
    Change vs previous 13F -33,952 shares

    1.29% of the 13F portfolio, value $7,726,788.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 221,450 shares
    Change vs previous 13F +12,129 shares

    1.55% of the 13F portfolio, value $9,061,730.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 209,321 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $8,726,598.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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