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Disclosery

RTD Financial Advisors, Inc.: DFUV position timeline

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

RTD Financial Advisors, Inc. held 216,414 DFUV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 216,414 shares
    Change vs previous 13F -2,232 shares

    1.3% of the 13F portfolio, value $11,902,744.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 218,646 shares
    Change vs previous 13F -2,815 shares

    1.31% of the 13F portfolio, value $12,027,690.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 221,461 shares
    Change vs previous 13F -7,849 shares

    1.32% of the 13F portfolio, value $10,731,977.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 229,310 shares
    Change vs previous 13F -1,128 shares

    1.3% of the 13F portfolio, value $10,683,531.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 230,438 shares
    Change vs previous 13F -11,097 shares

    1.24% of the 13F portfolio, value $10,298,253.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 241,535 shares
    Change vs previous 13F -2,313 shares

    1.31% of the 13F portfolio, value $10,212,080.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 243,848 shares
    Change vs previous 13F -30,618 shares

    1.35% of the 13F portfolio, value $10,048,957.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 274,466 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $11,231,130.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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