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Syverson Strege & Co: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Syverson Strege & Co on DFUS, newest first. How the timeline and the estimate are built.

Syverson Strege & Co held 28,797 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,797 shares
    Change vs previous 13F +33 shares

    0.51% of the 13F portfolio, value $2,359,609.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 28,764 shares
    Change vs previous 13F -722 shares

    0.49% of the 13F portfolio, value $2,039,678.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 29,486 shares
    Change vs previous 13F -2,057 shares

    0.52% of the 13F portfolio, value $2,187,000.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    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 31,543 shares
    Change vs previous 13F -14,733 shares

    0.55% of the 13F portfolio, value $2,285,007.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    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 46,276 shares
    Change vs previous 13F +62 shares

    0.73% of the 13F portfolio, value $3,101,395.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    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 46,214 shares
    Change vs previous 13F -332 shares

    0.9% of the 13F portfolio, value $2,794,993.

    13F-HR 0001682057-25-000003 filed by Syverson Strege & Co
    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 46,546 shares
    Change vs previous 13F -3,659 shares

    0.99% of the 13F portfolio, value $2,967,303.

    13F-HR 0001682057-25-000001 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 50,205 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,122,749.

    13F-HR 0001682057-24-000008 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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