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
- period ended2026-06-3013F 54,817 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 54,738 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,660 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 54,585 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 54,499 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 54,502 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 56,706 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).