KARPAS STRATEGIES, LLC: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KARPAS STRATEGIES, LLC on DFUS, newest first. How the timeline and the estimate are built.

KARPAS STRATEGIES, LLC held 6,197 DFUS shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

period ended2024-06-30
13F 6,197 shares
Change vs previous 13F +1,256 shares
0.11% of the 13F portfolio, value $364,693.
13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 4,941 shares
Change vs previous 13F +645 shares
0.09% of the 13F portfolio, value $281,538.
13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 4,296 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $222,662.
13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
Filed 2024-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).