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Disclosery

WNY Asset Management, LLC: DFUS position timeline

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

WNY Asset Management, LLC held 22,820 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,820 shares
    Change vs previous 13F -1,767 shares

    0.17% of the 13F portfolio, value $1,869,890.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 24,587 shares
    Change vs previous 13F +540 shares

    0.18% of the 13F portfolio, value $1,743,441.

    13F-HR 0002085853-26-000609 filed by WNY Asset 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 ended2025-09-30
    13F 24,047 shares
    Change vs previous 13F +36 shares

    0.17% of the 13F portfolio, value $1,741,955.

    13F-HR 0002085853-25-000279 filed by WNY Asset 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 ended2025-06-30
    13F 24,011 shares
    Change vs previous 13F +39 shares

    0.18% of the 13F portfolio, value $1,609,212.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 23,972 shares
    Change vs previous 13F +32 shares

    0.17% of the 13F portfolio, value $1,449,827.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 23,940 shares
    Change vs previous 13F -1,642 shares

    0.19% of the 13F portfolio, value $1,526,175.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 25,582 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,591,200.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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