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Disclosery

Vestment Financial LLC: DFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestment Financial LLC on DFIC, newest first. How the timeline and the estimate are built.

Vestment Financial LLC held 529,867 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 529,867 shares
    Change vs previous 13F +9,347 shares

    8.87% of the 13F portfolio, value $19,779,919.

    13F-HR 0002056705-26-000003 filed by Vestment Financial 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 520,520 shares
    Change vs previous 13F +10,215 shares

    9.28% of the 13F portfolio, value $19,696,494.

    13F-HR 0002056705-26-000002 filed by Vestment Financial 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 510,305 shares
    Change vs previous 13F +5,898 shares

    9.37% of the 13F portfolio, value $18,064,789.

    13F-HR 0002056705-26-000001 filed by Vestment Financial 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 504,407 shares
    Change vs previous 13F +13,475 shares

    9.48% of the 13F portfolio, value $16,615,534.

    13F-HR 0002056705-25-000002 filed by Vestment Financial 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 490,932 shares
    Change vs previous 13F +14,899 shares

    9.69% of the 13F portfolio, value $15,276,493.

    13F-HR 0001085146-25-003865 filed by Vestment Financial 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 476,033 shares
    Change vs previous 13F +7,520 shares

    9.52% of the 13F portfolio, value $13,260,135.

    13F-HR 0001085146-25-002094 filed by Vestment Financial 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 468,513 shares
    Change vs previous 13F not available

    9.27% of the 13F portfolio, value $12,134,488.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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