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Disclosery

Jentner Corp: DFSV position timeline

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

Jentner Corp held 831,144 DFSV 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 831,144 shares
    Change vs previous 13F +83,346 shares

    6.55% of the 13F portfolio, value $24,460,568.

    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 747,798 shares
    Change vs previous 13F +3,616 shares

    6.3% of the 13F portfolio, value $21,050,514.

    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 744,182 shares
    Change vs previous 13F +82,571 shares

    6.67% of the 13F portfolio, value $22,905,922.

    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 661,611 shares
    Change vs previous 13F +46,598 shares

    6.24% of the 13F portfolio, value $20,377,619.

    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 615,013 shares
    Change vs previous 13F +56,730 shares

    5.88% of the 13F portfolio, value $17,700,074.

    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 558,283 shares
    Change vs previous 13F +61,877 shares

    5.9% of the 13F portfolio, value $16,804,318.

    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 496,406 shares
    Change vs previous 13F +343,432 shares

    5.58% of the 13F portfolio, value $14,455,343.

    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 152,974 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $3,876,361.

    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).