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Disclosery

Trust Co of the South: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trust Co of the South on DFUV, newest first. How the timeline and the estimate are built.

Trust Co of the South held 1,722,466 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,722,466 shares
    Change vs previous 13F -4,709 shares

    13.34% of the 13F portfolio, value $94,753,009.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 1,727,175 shares
    Change vs previous 13F -34,898 shares

    13.46% of the 13F portfolio, value $83,699,019.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 1,762,073 shares
    Change vs previous 13F -9,712 shares

    13.2% of the 13F portfolio, value $82,095,073.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 1,771,785 shares
    Change vs previous 13F -12,842 shares

    13.14% of the 13F portfolio, value $79,181,250.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 1,784,627 shares
    Change vs previous 13F -13,773 shares

    13.4% of the 13F portfolio, value $75,454,249.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 1,798,400 shares
    Change vs previous 13F -21,788 shares

    15.48% of the 13F portfolio, value $74,112,353.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 1,820,188 shares
    Change vs previous 13F -16,267 shares

    15.17% of the 13F portfolio, value $74,482,358.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 1,836,455 shares
    Change vs previous 13F not available

    16.21% of the 13F portfolio, value $76,561,981.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

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