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TOBIAS FINANCIAL ADVISORS, INC.: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on DFUV, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 201,189 DFUV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 201,189 shares
    Change vs previous 13F -4,080 shares

    1.41% of the 13F portfolio, value $11,067,407.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, 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 205,269 shares
    Change vs previous 13F -4,440 shares

    1.38% of the 13F portfolio, value $9,947,336.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, 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 209,709 shares
    Change vs previous 13F -288 shares

    1.38% of the 13F portfolio, value $9,770,342.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, 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 209,997 shares
    Change vs previous 13F -158 shares

    1.43% of the 13F portfolio, value $9,384,766.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, 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 210,155 shares
    Change vs previous 13F -1,493 shares

    1.52% of the 13F portfolio, value $8,885,353.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, 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 211,648 shares
    Change vs previous 13F -3,677 shares

    1.69% of the 13F portfolio, value $8,722,014.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, 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 215,325 shares
    Change vs previous 13F -2,409 shares

    1.77% of the 13F portfolio, value $8,811,099.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, 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 217,734 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $9,077,330.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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