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Disclosery

MOTCO: DFIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTCO on DFIS, newest first. How the timeline and the estimate are built.

MOTCO held 56,365 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,365 shares
    Change vs previous 13F +4,273 shares

    0.17% of the 13F portfolio, value $1,974,466.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 52,092 shares
    Change vs previous 13F +9,383 shares

    0.16% of the 13F portfolio, value $1,753,938.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 42,709 shares
    Change vs previous 13F +3,198 shares

    0.13% of the 13F portfolio, value $1,406,834.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 39,511 shares
    Change vs previous 13F +4,569 shares

    0.11% of the 13F portfolio, value $1,249,733.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 34,942 shares
    Change vs previous 13F +18,734 shares

    0.1% of the 13F portfolio, value $1,036,030.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 16,208 shares
    Change vs previous 13F +10,304 shares

    0.04% of the 13F portfolio, value $418,815.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 5,904 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $144,973.

    13F-HR 0001306333-25-000002 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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