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Disclosery

Grunden Financial Advisory, Inc.: DFEV position timeline

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

Grunden Financial Advisory, Inc. held 38,410 DFEV shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 38,410 shares
    Change vs previous 13F +4,726 shares

    0.51% of the 13F portfolio, value $1,295,937.

    13F-HR 0002010014-26-000001 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 33,684 shares
    Change vs previous 13F +1,056 shares

    0.44% of the 13F portfolio, value $1,074,178.

    13F-HR 0002010014-25-000004 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 32,628 shares
    Change vs previous 13F +6,526 shares

    0.43% of the 13F portfolio, value $978,505.

    13F-HR 0001085146-25-004271 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 26,102 shares
    Change vs previous 13F +1,322 shares

    0.34% of the 13F portfolio, value $706,055.

    13F-HR 0001085146-25-002347 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 24,780 shares
    Change vs previous 13F +8,546 shares

    0.31% of the 13F portfolio, value $649,497.

    13F-HR 0001085146-25-000481 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 16,234 shares
    Change vs previous 13F +365 shares

    0.23% of the 13F portfolio, value $462,024.

    13F-HR 0001085146-24-004718 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 15,869 shares
    Change vs previous 13F +2,676 shares

    0.23% of the 13F portfolio, value $436,404.

    13F-HR 0001085146-24-003684 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 13,193 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $342,467.

    13F-HR 0001085146-24-002112 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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