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Western Reserve Capital Management, LLC: DFUS position timeline

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

Western Reserve Capital Management, LLC held 24,819 DFUS shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,819 shares
    Change vs previous 13F +11,557 shares

    1.46% of the 13F portfolio, value $2,060,722.

    13F-HR 0002110357-26-000005 filed by Western Reserve Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,262 shares
    Change vs previous 13F +5,232 shares

    0.81% of the 13F portfolio, value $1,086,688.

    13F-HR 0002110357-26-000003 filed by Western Reserve Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,030 shares
    Change vs previous 13F +3,074 shares

    0.47% of the 13F portfolio, value $569,407.

    13F-HR 0002110357-26-000002 filed by Western Reserve Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,956 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $367,587.

    13F-HR 0002110357-26-000001 filed by Western Reserve Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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