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L.K. Benson & Company, P.C.: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on DFUS, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 54,817 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,817 shares
    Change vs previous 13F +79 shares

    1.35% of the 13F portfolio, value $4,491,654.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 54,738 shares
    Change vs previous 13F +78 shares

    1.28% of the 13F portfolio, value $3,881,365.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 54,660 shares
    Change vs previous 13F +75 shares

    2.03% of the 13F portfolio, value $4,054,090.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 54,585 shares
    Change vs previous 13F +86 shares

    2.13% of the 13F portfolio, value $3,954,160.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 54,499 shares
    Change vs previous 13F -3 shares

    2.24% of the 13F portfolio, value $3,652,512.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 54,502 shares
    Change vs previous 13F -2,204 shares

    2.28% of the 13F portfolio, value $3,296,238.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 56,706 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $3,614,964.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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