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Disclosery

Jentner Corp: DFLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jentner Corp on DFLV, newest first. How the timeline and the estimate are built.

Jentner Corp held 835,891 DFLV shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 835,891 shares
    Change vs previous 13F +105,123 shares

    6.95% of the 13F portfolio, value $25,929,339.

    13F-HR 0001172661-25-002627 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 730,768 shares
    Change vs previous 13F -2,566 shares

    6.69% of the 13F portfolio, value $22,339,578.

    13F-HR 0001172661-25-002024 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 733,334 shares
    Change vs previous 13F +81,888 shares

    6.41% of the 13F portfolio, value $22,022,020.

    13F-HR 0001172661-25-001023 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 651,446 shares
    Change vs previous 13F +35,843 shares

    6.14% of the 13F portfolio, value $20,071,051.

    13F-HR 0001172661-24-004883 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 615,603 shares
    Change vs previous 13F +101,050 shares

    5.91% of the 13F portfolio, value $17,797,083.

    13F-HR 0001172661-24-003476 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 514,553 shares
    Change vs previous 13F +122,143 shares

    5.42% of the 13F portfolio, value $15,431,444.

    13F-HR 0001172661-24-002378 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 392,410 shares
    Change vs previous 13F +274,320 shares

    4.1% of the 13F portfolio, value $10,614,691.

    13F-HR 0001172661-24-001564 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 118,090 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $2,929,813.

    13F-HR 0001172661-23-003824 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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