Skip to content
Disclosery

Factor Wealth Management LTD: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Factor Wealth Management LTD on DFUV, newest first. How the timeline and the estimate are built.

Factor Wealth Management LTD held 976,097 DFUV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 976,097 shares
    Change vs previous 13F +27,888 shares

    8.21% of the 13F portfolio, value $53,685,352.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 948,209 shares
    Change vs previous 13F +229,839 shares

    7.89% of the 13F portfolio, value $52,160,974.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 718,370 shares
    Change vs previous 13F +178,352 shares

    6.55% of the 13F portfolio, value $34,812,208.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 540,018 shares
    Change vs previous 13F +84,348 shares

    5.43% of the 13F portfolio, value $25,159,420.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 455,670 shares
    Change vs previous 13F -17,712 shares

    5.09% of the 13F portfolio, value $20,363,888.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 473,382 shares
    Change vs previous 13F +22,126 shares

    5.48% of the 13F portfolio, value $20,014,586.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 451,256 shares
    Change vs previous 13F +28,261 shares

    5.71% of the 13F portfolio, value $18,596,268.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 422,995 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $17,308,935.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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