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Disclosery

Narus Financial Partners, LLC: DBO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Narus Financial Partners, LLC on DBO, newest first. How the timeline and the estimate are built.

Narus Financial Partners, LLC held 131,344 DBO 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 131,344 shares
    Change vs previous 13F -12,940 shares

    0.6% of the 13F portfolio, value $2,318,226.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, 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 144,284 shares
    Change vs previous 13F +12,499 shares

    0.74% of the 13F portfolio, value $2,838,072.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, 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 131,785 shares
    Change vs previous 13F -84,687 shares

    0.44% of the 13F portfolio, value $1,607,780.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, 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/A 216,472 shares
    Change vs previous 13F -17,970 shares

    0.8% of the 13F portfolio, value $2,911,550.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, 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 234,442 shares
    Change vs previous 13F -14,979 shares

    0.97% of the 13F portfolio, value $3,099,325.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, 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 249,421 shares
    Change vs previous 13F +46,671 shares

    1.22% of the 13F portfolio, value $3,574,205.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, 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 202,750 shares
    Change vs previous 13F +35,254 shares

    0.98% of the 13F portfolio, value $2,901,354.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, 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 167,496 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,339,924.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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