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Disclosery

McGrath & Associates, Inc.: DFEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGrath & Associates, Inc. on DFEV, newest first. How the timeline and the estimate are built.

McGrath & Associates, Inc. held 56,926 DFEV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,926 shares
    Change vs previous 13F +1,277 shares

    3.16% of the 13F portfolio, value $2,428,887.

    13F-HR 0002085853-26-000724 filed by McGrath & Associates, Inc.
    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 55,649 shares
    Change vs previous 13F -3,066 shares

    2.93% of the 13F portfolio, value $1,991,118.

    13F-HR 0002085853-26-000345 filed by McGrath & Associates, Inc.
    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 58,715 shares
    Change vs previous 13F -1,006 shares

    2.81% of the 13F portfolio, value $1,981,050.

    13F-HR 0002085853-26-000235 filed by McGrath & Associates, Inc.
    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 59,721 shares
    Change vs previous 13F -2,964 shares

    2.83% of the 13F portfolio, value $1,904,498.

    13F-HR 0002085853-25-000075 filed by McGrath & Associates, Inc.
    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 62,685 shares
    Change vs previous 13F -1,810 shares

    3.06% of the 13F portfolio, value $1,879,922.

    13F-HR 0001667731-25-001099 filed by McGrath & Associates, Inc.
    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 64,495 shares
    Change vs previous 13F -861 shares

    3.18% of the 13F portfolio, value $1,744,592.

    13F-HR 0001667731-25-000407 filed by McGrath & Associates, Inc.
    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 65,356 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $1,712,978.

    13F-HR 0001667731-25-000204 filed by McGrath & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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