Security record · archived quarter
DFVX
name pending profile ingest
1Tracked holders
0Δ holders
385.38KShares held
$32.38MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 385.38K | $32.38M | n/a | n/a |
| Q2 2026 | 12 | 0 | 426.36K | $35.37M | +2 | −3 |
| Q1 2026 | 14 | -3 | 406.27K | $30.31M | +1 | −4 |
| Q4 2025 | 17 | +1 | 297.05K | $22.48M | +1 | n/a |
| Q3 2025 | 2 | 0 | 45.38K | $3.30M | n/a | n/a |
| Q2 2025 | 1 | +1 | 23.34K | $1.61M | +1 | n/a |
| Q4 2024 | 1 | +1 | 11.30K | $737,776 | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.31K | $578,555 | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 385.38K | +9.4% | $32.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 5.81M shares, $456.46M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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