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Disclosery

Pacific Asset Management, LLC: DFSV position timeline

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

Pacific Asset Management, LLC held 45,387 DFSV 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 45,387 shares
    Change vs previous 13F -119 shares

    0.86% of the 13F portfolio, value $1,760,549.

    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 45,506 shares
    Change vs previous 13F +2,906 shares

    0.89% of the 13F portfolio, value $1,594,518.

    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 42,600 shares
    Change vs previous 13F +5,776 shares

    0.84% of the 13F portfolio, value $1,401,100.

    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 36,824 shares
    Change vs previous 13F +290 shares

    0.8% of the 13F portfolio, value $1,172,466.

    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 36,534 shares
    Change vs previous 13F +880 shares

    0.86% of the 13F portfolio, value $1,075,200.

    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 35,654 shares
    Change vs previous 13F +2,247 shares

    0.9% of the 13F portfolio, value $1,003,651.

    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 33,407 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,028,283.

    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).