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Disclosery

Verus Financial Partners, Inc.: DFUV position timeline

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

Verus Financial Partners, Inc. held 833,515 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 833,515 shares
    Change vs previous 13F +82,174 shares

    3.92% of the 13F portfolio, value $45,851,642.

    13F-HR 0001481714-26-000005 filed by Verus Financial Partners, 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 751,341 shares
    Change vs previous 13F +153,800 shares

    3.4% of the 13F portfolio, value $37,927,675.

    13F-HR 0001481714-26-000003 filed by Verus Financial Partners, 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 597,541 shares
    Change vs previous 13F +571,132 shares

    2.68% of the 13F portfolio, value $29,112,193.

    13F-HR 0001481714-26-000001 filed by Verus Financial Partners, 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 26,409 shares
    Change vs previous 13F +95 shares

    0.11% of the 13F portfolio, value $1,180,200.

    13F-HR 0001481714-25-000012 filed by Verus Financial Partners, 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 26,314 shares
    Change vs previous 13F +99 shares

    0.12% of the 13F portfolio, value $1,129,132.

    13F-HR 0001481714-25-000006 filed by Verus Financial Partners, 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 26,215 shares
    Change vs previous 13F -205 shares

    0.11% of the 13F portfolio, value $1,005,858.

    13F-HR 0001481714-25-000005 filed by Verus Financial Partners, 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 26,420 shares
    Change vs previous 13F -1,676 shares

    0.12% of the 13F portfolio, value $1,073,444.

    13F-HR 0001481714-25-000002 filed by Verus Financial Partners, 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 28,096 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,166,003.

    13F-HR 0001481714-24-000009 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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