Ruggaard & Associates LLC: DBEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruggaard & Associates LLC on DBEF, newest first. How the timeline and the estimate are built.

Ruggaard & Associates LLC held 155,517 DBEF shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

period ended2026-06-30
13F 155,517 shares
Change vs previous 13F +5,904 shares
3.05% of the 13F portfolio, value $8,495,886.
13F-HR 0001971230-26-000003 filed by Ruggaard & Associates LLC
Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 149,613 shares
Change vs previous 13F +5,704 shares
2.93% of the 13F portfolio, value $7,390,898.
13F-HR 0001971230-26-000002 filed by Ruggaard & Associates LLC
Filed 2026-05-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 143,909 shares
Change vs previous 13F -12,783 shares
2.73% of the 13F portfolio, value $6,923,478.
13F-HR 0001971230-26-000001 filed by Ruggaard & Associates LLC
Filed 2026-02-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 156,692 shares
Change vs previous 13F +1,825 shares
2.72% of the 13F portfolio, value $7,273,659.
13F-HR 0001971230-25-000006 filed by Ruggaard & Associates LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 154,867 shares
Change vs previous 13F not available
2.72% of the 13F portfolio, value $6,775,447.
13F-HR 0001971230-25-000005 filed by Ruggaard & Associates LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).