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Financial Harvest, LLC: DFUV position timeline

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

Financial Harvest, LLC held 173,170 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,170 shares
    Change vs previous 13F -1,762 shares

    3.94% of the 13F portfolio, value $9,526,071.

    13F-HR 0001705819-26-000053 filed by Financial Harvest, 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 174,932 shares
    Change vs previous 13F -5,110 shares

    4.99% of the 13F portfolio, value $8,477,181.

    13F-HR 0001705819-26-000035 filed by Financial Harvest, 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 180,042 shares
    Change vs previous 13F -911 shares

    5.18% of the 13F portfolio, value $8,388,162.

    13F-HR 0001705819-26-000020 filed by Financial Harvest, 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 180,953 shares
    Change vs previous 13F -4,650 shares

    5.45% of the 13F portfolio, value $8,086,788.

    13F-HR 0001705819-25-000067 filed by Financial Harvest, 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 185,603 shares
    Change vs previous 13F +185,603 shares

    5.87% of the 13F portfolio, value $7,847,283.

    13F-HR 0001705819-25-000045 filed by Financial Harvest, 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 0 shares
    Change vs previous 13F -196,863 shares

    13F-HR 0001705819-25-000031 filed by Financial Harvest, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 196,863 shares
    Change vs previous 13F not available

    6.8% of the 13F portfolio, value $8,055,626.

    13F-HR 0001705819-25-000015 filed by Financial Harvest, LLC
    Filed (acceptance time not in the bulk data set), ingested

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