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Disclosery

Vestment Financial LLC: DFSD position timeline

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

Vestment Financial LLC held 492,736 DFSD 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 492,736 shares
    Change vs previous 13F +14,930 shares

    10.53% of the 13F portfolio, value $23,498,591.

    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 477,806 shares
    Change vs previous 13F +41,032 shares

    10.85% of the 13F portfolio, value $23,035,018.

    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 436,774 shares
    Change vs previous 13F +45,438 shares

    10.87% of the 13F portfolio, value $20,956,418.

    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 391,336 shares
    Change vs previous 13F +36,641 shares

    10.78% of the 13F portfolio, value $18,899,561.

    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 354,695 shares
    Change vs previous 13F +23,372 shares

    10.79% of the 13F portfolio, value $17,016,355.

    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 331,323 shares
    Change vs previous 13F +18,905 shares

    11.31% of the 13F portfolio, value $15,767,638.

    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 312,418 shares
    Change vs previous 13F not available

    11.19% of the 13F portfolio, value $14,642,993.

    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).