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Disclosery

626 Financial, LLC: DTD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 626 Financial, LLC on DTD, newest first. How the timeline and the estimate are built.

626 Financial, LLC held 305,791 DTD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,791 shares
    Change vs previous 13F +10,889 shares

    11.15% of the 13F portfolio, value $28,514,000.

    13F-HR 0001951757-26-001069 filed by 626 Financial, 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 294,902 shares
    Change vs previous 13F -18,982 shares

    11.4% of the 13F portfolio, value $25,467,690.

    13F-HR 0001951757-26-000723 filed by 626 Financial, 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 313,884 shares
    Change vs previous 13F +5,328 shares

    11.51% of the 13F portfolio, value $26,642,458.

    13F-HR 0001951757-26-000373 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 308,556 shares
    Change vs previous 13F -1,455 shares

    11.43% of the 13F portfolio, value $25,918,662.

    13F-HR 0001951757-25-001344 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 310,011 shares
    Change vs previous 13F -2,719 shares

    11.57% of the 13F portfolio, value $24,652,037.

    13F-HR/A 0001951757-25-001014 filed by 626 Financial, LLC
    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 312,730 shares
    Change vs previous 13F +8,921 shares

    12.39% of the 13F portfolio, value $24,064,584.

    13F-HR 0001951757-25-000288 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 303,809 shares
    Change vs previous 13F +5,115 shares

    12.43% of the 13F portfolio, value $23,047,613.

    13F-HR 0001951757-25-000015 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 298,694 shares
    Change vs previous 13F not available

    12.68% of the 13F portfolio, value $22,903,387.

    13F-HR 0001951757-24-001022 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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