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Disclosery

WNY Asset Management, LLC: DFUV position timeline

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

WNY Asset Management, LLC held 122,084 DFUV 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 122,084 shares
    Change vs previous 13F -355 shares

    0.6% of the 13F portfolio, value $6,715,859.

    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 122,439 shares
    Change vs previous 13F -17,715 shares

    0.61% of the 13F portfolio, value $5,933,397.

    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 140,154 shares
    Change vs previous 13F -1,863 shares

    0.6% of the 13F portfolio, value $6,263,485.

    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 142,017 shares
    Change vs previous 13F -4,321 shares

    0.66% of the 13F portfolio, value $6,004,468.

    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 146,338 shares
    Change vs previous 13F -6,298 shares

    0.72% of the 13F portfolio, value $6,030,583.

    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 152,636 shares
    Change vs previous 13F -1,729 shares

    0.77% of the 13F portfolio, value $6,245,872.

    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 154,365 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,435,474.

    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).