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Disclosery

TFC Financial Management, Inc.: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFC Financial Management, Inc. on DFUV, newest first. How the timeline and the estimate are built.

TFC Financial Management, Inc. held 905,753 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 905,753 shares
    Change vs previous 13F -3,404 shares

    5.52% of the 13F portfolio, value $49,825,479.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, Inc.
    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 909,157 shares
    Change vs previous 13F -7,865 shares

    5.43% of the 13F portfolio, value $44,057,765.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, Inc.
    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 917,022 shares
    Change vs previous 13F -14,407 shares

    5.36% of the 13F portfolio, value $42,724,038.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, Inc.
    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 931,429 shares
    Change vs previous 13F -9,590 shares

    5.33% of the 13F portfolio, value $41,625,565.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, Inc.
    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 941,019 shares
    Change vs previous 13F -1,223 shares

    5.45% of the 13F portfolio, value $39,786,272.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, Inc.
    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 942,242 shares
    Change vs previous 13F -14,794 shares

    5.94% of the 13F portfolio, value $38,829,789.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, Inc.
    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 957,036 shares
    Change vs previous 13F -10,667 shares

    6.19% of the 13F portfolio, value $39,161,895.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, Inc.
    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 967,703 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $40,343,533.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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