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Pacific Asset Management, LLC: DFEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Asset Management, LLC on DFEV, newest first. How the timeline and the estimate are built.

Pacific Asset Management, LLC held 12,897 DFEV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,897 shares
    Change vs previous 13F +74 shares

    0.27% of the 13F portfolio, value $550,268.

    13F-HR 0002085853-26-000872 filed by Pacific Asset Management, 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 12,823 shares
    Change vs previous 13F +2,912 shares

    0.26% of the 13F portfolio, value $458,818.

    13F-HR 0002085853-26-000547 filed by Pacific Asset Management, 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 9,911 shares
    Change vs previous 13F +58 shares

    0.2% of the 13F portfolio, value $334,413.

    13F-HR 0002085853-26-000133 filed by Pacific Asset Management, 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 9,853 shares
    Change vs previous 13F +120 shares

    0.21% of the 13F portfolio, value $314,211.

    13F-HR 0002085853-25-000106 filed by Pacific Asset Management, 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 9,733 shares
    Change vs previous 13F +56 shares

    0.23% of the 13F portfolio, value $291,897.

    13F-HR 0001667731-25-000775 filed by Pacific Asset Management, 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 9,677 shares
    Change vs previous 13F +13 shares

    0.23% of the 13F portfolio, value $261,750.

    13F-HR 0001667731-25-000538 filed by Pacific Asset Management, 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 9,664 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $253,289.

    13F-HR 0001667731-25-000206 filed by Pacific Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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