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Tilson Financial Group, Inc.: DFLV position timeline

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

Tilson Financial Group, Inc. held 788,526 DFLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 788,526 shares
    Change vs previous 13F +7,179 shares

    8.57% of the 13F portfolio, value $31,178,313.

    13F-HR 0001964820-26-000004 filed by Tilson Financial Group, 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 781,347 shares
    Change vs previous 13F +16,812 shares

    8.37% of the 13F portfolio, value $27,901,896.

    13F-HR 0001964820-26-000003 filed by Tilson Financial Group, 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 764,535 shares
    Change vs previous 13F +26,561 shares

    8.05% of the 13F portfolio, value $26,154,756.

    13F-HR 0001964820-26-000001 filed by Tilson Financial Group, 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 737,974 shares
    Change vs previous 13F +14,156 shares

    7.98% of the 13F portfolio, value $24,279,354.

    13F-HR 0001964820-25-000007 filed by Tilson Financial Group, 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 723,818 shares
    Change vs previous 13F -31,870 shares

    8.47% of the 13F portfolio, value $22,453,000.

    13F-HR 0001964820-25-000005 filed by Tilson Financial Group, 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 755,688 shares
    Change vs previous 13F +137,724 shares

    9.14% of the 13F portfolio, value $23,101,000.

    13F-HR 0001964820-25-000004 filed by Tilson Financial Group, 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 617,964 shares
    Change vs previous 13F +38,637 shares

    7.57% of the 13F portfolio, value $18,557,000.

    13F-HR 0001964820-25-000001 filed by Tilson Financial Group, 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/A 579,327 shares
    Change vs previous 13F not available

    7.73% of the 13F portfolio, value $17,849,000.

    13F-HR/A 0001964820-24-000006 filed by Tilson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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