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Disclosery

Grunden Financial Advisory, Inc.: DFUS position timeline

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

Grunden Financial Advisory, Inc. held 104,887 DFUS 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 104,887 shares
    Change vs previous 13F +24,531 shares

    3.04% of the 13F portfolio, value $7,779,438.

    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 80,356 shares
    Change vs previous 13F -505 shares

    2.37% of the 13F portfolio, value $5,821,016.

    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 80,861 shares
    Change vs previous 13F +2,533 shares

    2.39% of the 13F portfolio, value $5,419,281.

    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 78,328 shares
    Change vs previous 13F +50,474 shares

    2.3% of the 13F portfolio, value $4,737,265.

    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 27,854 shares
    Change vs previous 13F -885 shares

    0.86% of the 13F portfolio, value $1,775,723.

    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 28,739 shares
    Change vs previous 13F -265 shares

    0.88% of the 13F portfolio, value $1,787,565.

    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 29,004 shares
    Change vs previous 13F -630 shares

    0.89% of the 13F portfolio, value $1,706,865.

    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 29,634 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,688,546.

    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).