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Disclosery

Intelligent Financial Strategies: DFUV position timeline

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

Intelligent Financial Strategies held 83,718 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,718 shares
    Change vs previous 13F 0 shares

    2.22% of the 13F portfolio, value $4,605,318.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    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 83,718 shares
    Change vs previous 13F -23,004 shares

    2.11% of the 13F portfolio, value $4,056,966.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    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 106,722 shares
    Change vs previous 13F -1,217 shares

    2.39% of the 13F portfolio, value $4,972,170.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    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 107,939 shares
    Change vs previous 13F -2,849 shares

    2.35% of the 13F portfolio, value $4,823,815.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    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 110,788 shares
    Change vs previous 13F -2,645 shares

    2.49% of the 13F portfolio, value $4,684,130.

    13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
    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 113,433 shares
    Change vs previous 13F -1,650 shares

    2.44% of the 13F portfolio, value $4,674,570.

    13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
    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 115,083 shares
    Change vs previous 13F -1,550 shares

    2.61% of the 13F portfolio, value $4,709,204.

    13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
    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 116,633 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $4,862,441.

    13F-HR 0001911000-24-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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