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Disclosery

Wilkerson Advisory Group LLC: DFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilkerson Advisory Group LLC on DFSV, newest first. How the timeline and the estimate are built.

Wilkerson Advisory Group LLC held 30,554 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,554 shares
    Change vs previous 13F -3,117 shares

    0.36% of the 13F portfolio, value $1,185,191.

    13F-HR 0002079661-26-000003 filed by Wilkerson Advisory Group 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 33,671 shares
    Change vs previous 13F -973 shares

    0.41% of the 13F portfolio, value $1,179,847.

    13F-HR 0002079661-26-000002 filed by Wilkerson Advisory Group 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 34,644 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,139,439.

    13F-HR 0002079661-26-000001 filed by Wilkerson Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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