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Kaufman Rossin Wealth, LLC: DFSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kaufman Rossin Wealth, LLC on DFSD, newest first. How the timeline and the estimate are built.

Kaufman Rossin Wealth, LLC held 69,394 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,394 shares
    Change vs previous 13F +9,513 shares

    1.57% of the 13F portfolio, value $3,309,386.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, LLC
    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 59,881 shares
    Change vs previous 13F +15,768 shares

    1.64% of the 13F portfolio, value $2,867,088.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, LLC
    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 44,113 shares
    Change vs previous 13F +4,660 shares

    1.1% of the 13F portfolio, value $2,115,237.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, LLC
    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 39,453 shares
    Change vs previous 13F +7,179 shares

    1.04% of the 13F portfolio, value $1,901,232.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, LLC
    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 32,274 shares
    Change vs previous 13F -1,106 shares

    0.98% of the 13F portfolio, value $1,549,494.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, LLC
    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 33,380 shares
    Change vs previous 13F -6,130 shares

    1.13% of the 13F portfolio, value $1,586,202.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, LLC
    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 39,510 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $1,852,231.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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