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Graves Light Lenhart Wealth, Inc.: DFUV position timeline

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

Graves Light Lenhart Wealth, Inc. held 425,611 DFUV 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 425,611 shares
    Change vs previous 13F +22,716 shares

    2.19% of the 13F portfolio, value $23,408,619.

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

  2. period ended2026-06-30
    13F 402,895 shares
    Change vs previous 13F +49,084 shares

    2.07% of the 13F portfolio, value $22,163,232.

    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 353,811 shares
    Change vs previous 13F +28,909 shares

    1.78% of the 13F portfolio, value $17,145,660.

    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 324,902 shares
    Change vs previous 13F +30,687 shares

    1.61% of the 13F portfolio, value $15,137,197.

    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 294,215 shares
    Change vs previous 13F +21,979 shares

    1.46% of the 13F portfolio, value $13,148,465.

    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 272,236 shares
    Change vs previous 13F +15,919 shares

    1.37% of the 13F portfolio, value $11,510,126.

    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 256,317 shares
    Change vs previous 13F +14,110 shares

    1.3% of the 13F portfolio, value $10,562,806.

    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 242,207 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $9,911,113.

    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).