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KARPAS STRATEGIES, LLC: DFUV position timeline

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

KARPAS STRATEGIES, LLC held 8,324 DFUV shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 8,324 shares
    Change vs previous 13F +2,949 shares

    0.1% of the 13F portfolio, value $326,883.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 5,375 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $219,838.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 5,375 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $200,058.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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