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Hurlow Wealth Management Group, Inc.: DFUS position timeline

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

Hurlow Wealth Management Group, Inc. held 697,119 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 697,119 shares
    Change vs previous 13F +38,726 shares

    11.88% of the 13F portfolio, value $57,121,891.

    13F-HR 0001747749-26-000007 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 658,393 shares
    Change vs previous 13F +38,734 shares

    11.11% of the 13F portfolio, value $46,687,008.

    13F-HR 0001747749-26-000005 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 619,659 shares
    Change vs previous 13F +29,911 shares

    11.25% of the 13F portfolio, value $45,960,125.

    13F-HR 0001747749-26-000002 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 589,748 shares
    Change vs previous 13F +81,157 shares

    11.06% of the 13F portfolio, value $42,721,371.

    13F-HR 0001747749-25-000009 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 508,591 shares
    Change vs previous 13F +31,876 shares

    9.63% of the 13F portfolio, value $34,085,739.

    13F-HR 0001747749-25-000005 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 476,715 shares
    Change vs previous 13F -2,998 shares

    9.01% of the 13F portfolio, value $28,831,720.

    13F-HR 0001747749-25-000004 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 479,713 shares
    Change vs previous 13F +10,664 shares

    9.55% of the 13F portfolio, value $30,581,699.

    13F-HR 0001747749-25-000003 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 469,049 shares
    Change vs previous 13F not available

    9.1% of the 13F portfolio, value $29,174,838.

    13F-HR 0001085146-24-004691 filed by Hurlow Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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