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Disclosery

Gemmer Asset Management LLC: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gemmer Asset Management LLC on DFUS, newest first. How the timeline and the estimate are built.

Gemmer Asset Management LLC held 88,405 DFUS 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 88,405 shares
    Change vs previous 13F +309 shares

    0.49% of the 13F portfolio, value $7,243,925.

    13F-HR 0001420506-26-001235 filed by Gemmer Asset Management 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 88,096 shares
    Change vs previous 13F +2,032 shares

    0.49% of the 13F portfolio, value $6,246,862.

    13F-HR 0001420506-26-000710 filed by Gemmer Asset Management 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 86,064 shares
    Change vs previous 13F +426 shares

    0.49% of the 13F portfolio, value $6,383,394.

    13F-HR 0001420506-26-000092 filed by Gemmer Asset Management 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 85,638 shares
    Change vs previous 13F -1,321 shares

    0.5% of the 13F portfolio, value $6,203,684.

    13F-HR 0001420506-25-002854 filed by Gemmer Asset Management 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 86,959 shares
    Change vs previous 13F -2,549 shares

    0.52% of the 13F portfolio, value $5,828,019.

    13F-HR 0001420506-25-001564 filed by Gemmer Asset Management 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 89,508 shares
    Change vs previous 13F +48 shares

    0.54% of the 13F portfolio, value $5,413,470.

    13F-HR 0001420506-25-000759 filed by Gemmer Asset Management LLC
    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 89,460 shares
    Change vs previous 13F +125 shares

    0.56% of the 13F portfolio, value $5,703,060.

    13F-HR 0001420506-25-000032 filed by Gemmer Asset Management LLC
    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 89,335 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,556,613.

    13F-HR 0001420506-24-002178 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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