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McGrath & Associates, Inc.: DFUV position timeline

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

McGrath & Associates, Inc. held 13,188 DFUV 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 13,188 shares
    Change vs previous 13F +708 shares

    0.95% of the 13F portfolio, value $725,476.

    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 12,480 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $604,782.

    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 12,480 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $581,442.

    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 12,480 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $557,728.

    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 12,480 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $527,649.

    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 12,480 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $514,293.

    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 12,480 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $510,672.

    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).