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WEBSTERROGERS FINANCIAL ADVISORS, LLC: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEBSTERROGERS FINANCIAL ADVISORS, LLC on DFUV, newest first. How the timeline and the estimate are built.

WEBSTERROGERS FINANCIAL ADVISORS, LLC held 37,761 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,761 shares
    Change vs previous 13F -242 shares

    0.53% of the 13F portfolio, value $2,077,260.

    13F-HR 0001725547-26-000228 filed by WEBSTERROGERS FINANCIAL ADVISORS, 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 38,003 shares
    Change vs previous 13F -953 shares

    0.53% of the 13F portfolio, value $1,841,635.

    13F-HR 0001725547-26-000130 filed by WEBSTERROGERS FINANCIAL ADVISORS, 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 38,956 shares
    Change vs previous 13F -899 shares

    0.53% of the 13F portfolio, value $1,814,997.

    13F-HR 0001725547-26-000006 filed by WEBSTERROGERS FINANCIAL ADVISORS, 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 39,855 shares
    Change vs previous 13F -1,670 shares

    0.53% of the 13F portfolio, value $1,781,140.

    13F-HR 0001725547-25-004100 filed by WEBSTERROGERS FINANCIAL ADVISORS, 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 41,525 shares
    Change vs previous 13F +6 shares

    0.56% of the 13F portfolio, value $1,755,687.

    13F-HR 0001725547-25-003392 filed by WEBSTERROGERS FINANCIAL ADVISORS, 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 41,519 shares
    Change vs previous 13F -546 shares

    0.58% of the 13F portfolio, value $1,711,030.

    13F-HR 0001725547-25-001321 filed by WEBSTERROGERS FINANCIAL ADVISORS, 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 42,065 shares
    Change vs previous 13F +11 shares

    0.6% of the 13F portfolio, value $1,721,304.

    13F-HR 0001725547-25-000085 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
    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 42,054 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,753,236.

    13F-HR 0001725547-24-005911 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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