Warburton Capital Management, LLC: DFUS position timeline

Warburton Capital Management, LLC held 367,506 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 367,506 shares

   Change vs previous 13F +146,186 shares

   12.26% of the 13F portfolio, value $30,113,000.

   13F-HR 0002054795-26-000003 filed by Warburton Capital Management, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 221,320 shares

   Change vs previous 13F +105,215 shares

   8% of the 13F portfolio, value $16,404,000.

   13F-HR 0002054795-26-000002 filed by Warburton Capital Management, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 116,105 shares

   Change vs previous 13F +24,740 shares

   4.86% of the 13F portfolio, value $8,611,000.

   13F-HR 0002054795-26-000001 filed by Warburton Capital Management, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 91,365 shares

   Change vs previous 13F +13,129 shares

   4% of the 13F portfolio, value $6,641,000.

   13F-HR 0002054795-25-000002 filed by Warburton Capital Management, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 78,236 shares

   Change vs previous 13F +58,377 shares

   3.19% of the 13F portfolio, value $5,391,000.

   13F-HR 0001908380-25-000009 filed by Warburton Capital Management, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 19,859 shares

   Change vs previous 13F +10,886 shares

   0.87% of the 13F portfolio, value $1,201,000.

   13F-HR 0001842974-25-000010 filed by Warburton Capital Management, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 8,973 shares

   Change vs previous 13F not available

   0.43% of the 13F portfolio, value $572,000.

   13F-HR 0001800586-25-000005 filed by Warburton Capital Management, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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