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Pacific Asset Management, LLC: DFSD position timeline

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

Pacific Asset Management, LLC held 448,747 DFSD 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 448,747 shares
    Change vs previous 13F +29,731 shares

    10.52% of the 13F portfolio, value $21,427,679.

    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 419,016 shares
    Change vs previous 13F +78,506 shares

    11.2% of the 13F portfolio, value $20,062,508.

    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 340,510 shares
    Change vs previous 13F +53,706 shares

    9.8% of the 13F portfolio, value $16,327,451.

    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 286,804 shares
    Change vs previous 13F +27,255 shares

    9.39% of the 13F portfolio, value $13,821,081.

    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 259,549 shares
    Change vs previous 13F +2,054 shares

    10.02% of the 13F portfolio, value $12,460,970.

    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 257,495 shares
    Change vs previous 13F +32,174 shares

    10.96% of the 13F portfolio, value $12,236,165.

    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 225,321 shares
    Change vs previous 13F not available

    9.93% of the 13F portfolio, value $10,563,047.

    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).