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Mutual Advisors, LLC: DFSV position timeline

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

Mutual Advisors, LLC held 45,656 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,656 shares
    Change vs previous 13F -1,848 shares

    0.03% of the 13F portfolio, value $1,771,015.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, LLC
    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 47,504 shares
    Change vs previous 13F +1,489 shares

    0.04% of the 13F portfolio, value $1,664,544.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, LLC
    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 46,015 shares
    Change vs previous 13F +767 shares

    0.03% of the 13F portfolio, value $1,513,434.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, LLC
    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 45,248 shares
    Change vs previous 13F -611 shares

    0.03% of the 13F portfolio, value $1,445,661.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, LLC
    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 45,859 shares
    Change vs previous 13F +2,411 shares

    0.04% of the 13F portfolio, value $1,412,467.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, LLC
    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 43,448 shares
    Change vs previous 13F +3,399 shares

    0.03% of the 13F portfolio, value $1,153,969.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
    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 40,049 shares
    Change vs previous 13F +5,046 shares

    0.04% of the 13F portfolio, value $1,263,533.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,003 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,070,042.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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