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PFG Advisors: DFUV position timeline

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

PFG Advisors held 116,471 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,471 shares
    Change vs previous 13F -150 shares

    0.32% of the 13F portfolio, value $6,407,051.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 116,621 shares
    Change vs previous 13F +7,233 shares

    0.28% of the 13F portfolio, value $5,651,448.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 109,388 shares
    Change vs previous 13F -6,293 shares

    0.25% of the 13F portfolio, value $5,096,368.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 115,681 shares
    Change vs previous 13F +15,537 shares

    0.21% of the 13F portfolio, value $5,169,792.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 100,144 shares
    Change vs previous 13F +6,512 shares

    0.2% of the 13F portfolio, value $4,234,071.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 93,632 shares
    Change vs previous 13F +6,440 shares

    0.22% of the 13F portfolio, value $3,858,555.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 87,192 shares
    Change vs previous 13F +3,911 shares

    0.22% of the 13F portfolio, value $3,567,913.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 83,281 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,471,965.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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