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Disclosery

TFO Wealth Partners, LLC: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFO Wealth Partners, LLC on DFUV, newest first. How the timeline and the estimate are built.

TFO Wealth Partners, LLC held 553,055 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 553,055 shares
    Change vs previous 13F -6,135 shares

    3.31% of the 13F portfolio, value $30,423,565.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, 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 559,190 shares
    Change vs previous 13F +2,770 shares

    3.68% of the 13F portfolio, value $27,098,335.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, 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 556,420 shares
    Change vs previous 13F +1,691 shares

    3.88% of the 13F portfolio, value $25,923,607.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, 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 554,729 shares
    Change vs previous 13F +5,692 shares

    4.04% of the 13F portfolio, value $24,790,860.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, 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 549,037 shares
    Change vs previous 13F +862 shares

    4.09% of the 13F portfolio, value $23,213,264.

    13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, 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 548,175 shares
    Change vs previous 13F -5,312 shares

    4.48% of the 13F portfolio, value $22,590,289.

    13F-HR 0001085146-25-002752 filed by TFO Wealth Partners, 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 553,487 shares
    Change vs previous 13F -8,539 shares

    10.75% of the 13F portfolio, value $22,648,681.

    13F-HR 0001085146-25-000909 filed by TFO Wealth Partners, LLC
    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 562,026 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $23,430,875.

    13F-HR 0001085146-24-005508 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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