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Operose Advisors LLC: DFUV position timeline

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

Operose Advisors LLC held 14,057 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,057 shares
    Change vs previous 13F -1,678 shares

    0.15% of the 13F portfolio, value $773,275.

    13F-HR 0001909750-26-000007 filed by Operose 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 15,735 shares
    Change vs previous 13F +1,510 shares

    0.18% of the 13F portfolio, value $762,514.

    13F-HR 0001909750-26-000005 filed by Operose 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 14,225 shares
    Change vs previous 13F +6,666 shares

    0.15% of the 13F portfolio, value $662,748.

    13F-HR 0001909750-26-000002 filed by Operose 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 7,559 shares
    Change vs previous 13F +815 shares

    0.08% of the 13F portfolio, value $337,811.

    13F-HR 0001909750-25-000013 filed by Operose 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 6,744 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $285,137.

    13F-HR 0001909750-25-000007 filed by Operose 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 6,744 shares
    Change vs previous 13F -357 shares

    0.09% of the 13F portfolio, value $277,920.

    13F-HR 0001909750-25-000005 filed by Operose 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 7,101 shares
    Change vs previous 13F +3,809 shares

    0.1% of the 13F portfolio, value $290,573.

    13F-HR 0001909750-25-000002 filed by Operose 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 3,292 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $137,243.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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