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Disclosery

M Financial Asset Management, Inc.: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Financial Asset Management, Inc. on DFUV, newest first. How the timeline and the estimate are built.

M Financial Asset Management, Inc. held 126,741 DFUV shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 126,741 shares
    Change vs previous 13F -20,185 shares

    25.11% of the 13F portfolio, value $5,186,000.

    13F-HR 0001730083-25-000001 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 146,926 shares
    Change vs previous 13F -40,164 shares

    23.76% of the 13F portfolio, value $6,125,000.

    13F-HR 0001730083-24-000008 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 187,090 shares
    Change vs previous 13F -22,471 shares

    28.32% of the 13F portfolio, value $7,347,000.

    13F-HR 0001730083-24-000006 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 209,561 shares
    Change vs previous 13F -766 shares

    23.85% of the 13F portfolio, value $8,571,000.

    13F-HR 0001730083-24-000003 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 210,327 shares
    Change vs previous 13F +490 shares

    24.71% of the 13F portfolio, value $7,828,000.

    13F-HR 0001730083-24-000002 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 209,837 shares
    Change vs previous 13F -18,162 shares

    24.09% of the 13F portfolio, value $7,138,000.

    13F-HR 0001730083-24-000001 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 227,999 shares
    Change vs previous 13F +41,652 shares

    25.35% of the 13F portfolio, value $7,866,000.

    13F-HR 0001569638-23-000005 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 186,347 shares
    Change vs previous 13F not available

    22.08% of the 13F portfolio, value $6,239,000.

    13F-HR 0001569638-23-000003 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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