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William Mack & Associates, Inc.: DFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Mack & Associates, Inc. on DFSV, newest first. How the timeline and the estimate are built.

William Mack & Associates, Inc. held 54,027 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,027 shares
    Change vs previous 13F +27,695 shares

    0.74% of the 13F portfolio, value $2,095,708.

    13F-HR 0001754960-26-000473 filed by William Mack & Associates, 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 26,332 shares
    Change vs previous 13F +18,812 shares

    0.53% of the 13F portfolio, value $922,673.

    13F-HR 0001754960-26-000244 filed by William Mack & Associates, 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 7,520 shares
    Change vs previous 13F -230 shares

    0.12% of the 13F portfolio, value $247,333.

    13F-HR 0001754960-26-000159 filed by William Mack & Associates, 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 7,750 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $246,760.

    13F-HR 0001754960-25-000794 filed by William Mack & Associates, 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 7,750 shares
    Change vs previous 13F -3,994 shares

    0.14% of the 13F portfolio, value $228,083.

    13F-HR 0001754960-25-000806 filed by William Mack & Associates, 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 11,744 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $330,594.

    13F-HR 0001754960-25-000805 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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