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Disclosery

Pacific Asset Management, LLC: DFUV position timeline

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

Pacific Asset Management, LLC held 86,756 DFUV 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 86,756 shares
    Change vs previous 13F -386 shares

    2.34% of the 13F portfolio, value $4,772,447.

    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 87,142 shares
    Change vs previous 13F -2,451 shares

    2.36% of the 13F portfolio, value $4,222,908.

    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 89,593 shares
    Change vs previous 13F -2,509 shares

    2.51% of the 13F portfolio, value $4,174,146.

    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 92,102 shares
    Change vs previous 13F +89 shares

    2.79% of the 13F portfolio, value $4,116,025.

    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 92,013 shares
    Change vs previous 13F -5,470 shares

    3.13% of the 13F portfolio, value $3,890,304.

    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 97,483 shares
    Change vs previous 13F -205 shares

    3.6% of the 13F portfolio, value $4,017,261.

    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 97,688 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $3,997,398.

    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).