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Weinberger Asset Management, Inc: DFUV position timeline

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

Weinberger Asset Management, Inc held 153,561 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,561 shares
    Change vs previous 13F +12,144 shares

    2.74% of the 13F portfolio, value $8,536,465.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset 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 141,417 shares
    Change vs previous 13F +11,960 shares

    2.57% of the 13F portfolio, value $6,853,045.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset 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 129,457 shares
    Change vs previous 13F +10,921 shares

    2.17% of the 13F portfolio, value $6,031,405.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset 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 118,536 shares
    Change vs previous 13F +19,121 shares

    1.92% of the 13F portfolio, value $5,297,365.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset 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 99,415 shares
    Change vs previous 13F +12,457 shares

    1.62% of the 13F portfolio, value $4,203,268.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset 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 86,958 shares
    Change vs previous 13F +1,434 shares

    1.54% of the 13F portfolio, value $3,583,546.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset 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 85,524 shares
    Change vs previous 13F +11,503 shares

    1.46% of the 13F portfolio, value $3,499,635.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, Inc
    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 74,021 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,085,923.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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