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RF&L WEALTH MANAGEMENT, LLC: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RF&L WEALTH MANAGEMENT, LLC on DFUV, newest first. How the timeline and the estimate are built.

RF&L WEALTH MANAGEMENT, LLC held 198,014 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,014 shares
    Change vs previous 13F -2,918 shares

    7.37% of the 13F portfolio, value $10,892,762.

    13F-HR 0001965915-26-000003 filed by RF&L WEALTH 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 200,932 shares
    Change vs previous 13F -3,529 shares

    7.29% of the 13F portfolio, value $9,737,175.

    13F-HR 0001965915-26-000002 filed by RF&L WEALTH 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 204,461 shares
    Change vs previous 13F -3,095 shares

    5.34% of the 13F portfolio, value $9,525,848.

    13F-HR 0001965915-26-000001 filed by RF&L WEALTH 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 207,556 shares
    Change vs previous 13F +1,560 shares

    5.44% of the 13F portfolio, value $9,275,687.

    13F-HR 0001965915-25-000008 filed by RF&L WEALTH 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 205,996 shares
    Change vs previous 13F +680 shares

    5.61% of the 13F portfolio, value $8,709,520.

    13F-HR 0001965915-25-000006 filed by RF&L WEALTH 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 205,316 shares
    Change vs previous 13F -3,940 shares

    6.05% of the 13F portfolio, value $8,461,081.

    13F-HR 0001965915-25-000005 filed by RF&L WEALTH 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 209,256 shares
    Change vs previous 13F -2,525 shares

    6.06% of the 13F portfolio, value $8,562,764.

    13F-HR 0001965915-25-000002 filed by RF&L WEALTH MANAGEMENT, LLC
    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 211,781 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $8,829,159.

    13F-HR 0001725547-24-005915 filed by RF&L WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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