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Graves Light Lenhart Wealth, Inc.: DFEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Graves Light Lenhart Wealth, Inc. on DFEV, newest first. How the timeline and the estimate are built.

Graves Light Lenhart Wealth, Inc. held 332,966 DFEV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 332,966 shares
    Change vs previous 13F -6,440 shares

    1.32% of the 13F portfolio, value $14,117,744.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 339,406 shares
    Change vs previous 13F -6,197 shares

    1.35% of the 13F portfolio, value $14,481,473.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    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 345,603 shares
    Change vs previous 13F -8,049 shares

    1.29% of the 13F portfolio, value $12,365,681.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 353,652 shares
    Change vs previous 13F +16,384 shares

    1.27% of the 13F portfolio, value $11,932,234.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 337,268 shares
    Change vs previous 13F +13,964 shares

    1.19% of the 13F portfolio, value $10,755,483.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 323,304 shares
    Change vs previous 13F +8,950 shares

    1.15% of the 13F portfolio, value $9,695,876.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    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 314,354 shares
    Change vs previous 13F +14,246 shares

    1.04% of the 13F portfolio, value $8,503,276.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 300,108 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $7,865,836.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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