SpringVest Wealth Management LLC: DFCF position timeline

SpringVest Wealth Management LLC held 261,998 DFCF 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 261,998 shares

   Change vs previous 13F -5,653 shares

   6.96% of the 13F portfolio, value $11,058,952.

   13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management LLC
   Filed 2026-07-22 (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).

2. period ended2026-03-31

   13F 267,651 shares

   Change vs previous 13F +35,191 shares

   7.72% of the 13F portfolio, value $11,300,226.

   13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management LLC
   Filed 2026-04-21 (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).

3. period ended2025-12-31

   13F 232,460 shares

   Change vs previous 13F +65,488 shares

   6.89% of the 13F portfolio, value $9,893,480.

   13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management LLC
   Filed 2026-01-23 (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).

4. period ended2025-09-30

   13F 166,972 shares

   Change vs previous 13F +61,286 shares

   5.25% of the 13F portfolio, value $7,139,702.

   13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management LLC
   Filed 2025-11-05 (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).

5. period ended2025-06-30

   13F 105,686 shares

   Change vs previous 13F +2,484 shares

   3.62% of the 13F portfolio, value $4,466,278.

   13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management LLC
   Filed 2025-07-23 (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).

6. period ended2025-03-31

   13F 103,202 shares

   Change vs previous 13F +6,151 shares

   3.6% of the 13F portfolio, value $4,340,664.

   13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 97,051 shares

   Change vs previous 13F not available

   3.43% of the 13F portfolio, value $4,005,276.

   13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
   Filed 2025-03-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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