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Strategent Financial, LLC: DFLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategent Financial, LLC on DFLV, newest first. How the timeline and the estimate are built.

Strategent Financial, LLC held 94,486 DFLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,486 shares
    Change vs previous 13F -397 shares

    2.15% of the 13F portfolio, value $3,735,977.

    13F-HR 0002052737-26-000003 filed by Strategent Financial, 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 94,883 shares
    Change vs previous 13F +346 shares

    2.3% of the 13F portfolio, value $3,388,272.

    13F-HR 0002052737-26-000002 filed by Strategent Financial, 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 94,537 shares
    Change vs previous 13F +277 shares

    2.05% of the 13F portfolio, value $3,234,111.

    13F-HR 0002052737-26-000001 filed by Strategent Financial, 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 94,260 shares
    Change vs previous 13F +3,357 shares

    2.22% of the 13F portfolio, value $3,101,154.

    13F-HR 0002052737-25-000006 filed by Strategent Financial, 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 90,903 shares
    Change vs previous 13F +11,331 shares

    2.2% of the 13F portfolio, value $2,819,812.

    13F-HR 0002052737-25-000005 filed by Strategent Financial, 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 79,572 shares
    Change vs previous 13F +17,991 shares

    2.2% of the 13F portfolio, value $2,432,517.

    13F-HR 0002052737-25-000002 filed by Strategent Financial, 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 61,581 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $1,849,278.

    13F-HR 0002052737-25-000001 filed by Strategent Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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