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Warwick Investment Management, Inc.: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Warwick Investment Management, Inc. on DFUS, newest first. How the timeline and the estimate are built.

Warwick Investment Management, Inc. held 155,213 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,213 shares
    Change vs previous 13F -3,653 shares

    1.43% of the 13F portfolio, value $12,718,146.

    13F-HR 0002063364-26-000252 filed by Warwick Investment Management, 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 158,866 shares
    Change vs previous 13F -96,418 shares

    1.63% of the 13F portfolio, value $11,265,163.

    13F-HR 0002063364-26-000155 filed by Warwick Investment Management, 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 255,284 shares
    Change vs previous 13F +258 shares

    2.92% of the 13F portfolio, value $18,934,420.

    13F-HR 0001754960-26-000079 filed by Warwick Investment Management, 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 255,026 shares
    Change vs previous 13F -40,692 shares

    3.21% of the 13F portfolio, value $18,474,071.

    13F-HR 0001754960-25-000712 filed by Warwick Investment Management, 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 295,718 shares
    Change vs previous 13F +265 shares

    3.84% of the 13F portfolio, value $19,819,052.

    13F-HR 0001754960-25-000445 filed by Warwick Investment Management, 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 295,453 shares
    Change vs previous 13F +287 shares

    3.71% of the 13F portfolio, value $17,868,977.

    13F-HR 0001085146-25-003155 filed by Warwick Investment Management, 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 295,166 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $18,816,810.

    13F-HR 0001085146-25-000917 filed by Warwick Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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