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Disclosery

Grunden Financial Advisory, Inc.: DFUV position timeline

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

Grunden Financial Advisory, Inc. held 397,270 DFUV 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 397,270 shares
    Change vs previous 13F +1,512 shares

    7.23% of the 13F portfolio, value $18,508,792.

    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 395,758 shares
    Change vs previous 13F +16,833 shares

    7.19% of the 13F portfolio, value $17,686,413.

    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 378,925 shares
    Change vs previous 13F -4,929 shares

    7.07% of the 13F portfolio, value $16,020,947.

    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 383,854 shares
    Change vs previous 13F -16,591 shares

    7.68% of the 13F portfolio, value $15,818,621.

    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 400,445 shares
    Change vs previous 13F -3,219 shares

    7.91% of the 13F portfolio, value $16,386,221.

    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 403,664 shares
    Change vs previous 13F +5,574 shares

    8.26% of the 13F portfolio, value $16,828,755.

    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 398,090 shares
    Change vs previous 13F +678 shares

    8.16% of the 13F portfolio, value $15,632,997.

    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 397,412 shares
    Change vs previous 13F not available

    8.64% of the 13F portfolio, value $16,254,132.

    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).