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Disclosery

Francis Financial, Inc.: DFUV position timeline

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

Francis Financial, Inc. held 30,552 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 30,552 shares
    Change vs previous 13F -5,138 shares

    0.28% of the 13F portfolio, value $1,680,665.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 35,690 shares
    Change vs previous 13F -6,663 shares

    0.32% of the 13F portfolio, value $1,729,537.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 42,353 shares
    Change vs previous 13F -5,891 shares

    0.39% of the 13F portfolio, value $1,973,226.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 48,244 shares
    Change vs previous 13F -2,935 shares

    0.38% of the 13F portfolio, value $2,156,114.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 51,179 shares
    Change vs previous 13F -363 shares

    0.5% of the 13F portfolio, value $2,163,848.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 51,542 shares
    Change vs previous 13F -303 shares

    0.52% of the 13F portfolio, value $2,124,046.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 51,845 shares
    Change vs previous 13F -2,789 shares

    0.54% of the 13F portfolio, value $2,121,497.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 54,634 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,277,691.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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