SpringVest Wealth Management LLC: DFUS position timeline

SpringVest Wealth Management LLC held 20,072 DFUS 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 20,072 shares

   Change vs previous 13F +3,530 shares

   1.03% of the 13F portfolio, value $1,644,736.

   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 16,542 shares

   Change vs previous 13F +4,023 shares

   0.8% of the 13F portfolio, value $1,172,993.

   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 12,519 shares

   Change vs previous 13F +4,323 shares

   0.65% of the 13F portfolio, value $928,534.

   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 8,196 shares

   Change vs previous 13F +1,403 shares

   0.44% of the 13F portfolio, value $593,718.

   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 6,793 shares

   Change vs previous 13F not available

   0.37% of the 13F portfolio, value $455,267.

   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).