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A&I FINANCIAL SERVICES, LLC: DBMF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on DBMF, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 353,455 DBMF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 353,455 shares
    Change vs previous 13F -4,042 shares

    4.71% of the 13F portfolio, value $10,819,258.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, 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 357,497 shares
    Change vs previous 13F +35,131 shares

    5.11% of the 13F portfolio, value $10,778,535.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, 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 322,366 shares
    Change vs previous 13F -6,324 shares

    4.3% of the 13F portfolio, value $9,045,590.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, 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 328,690 shares
    Change vs previous 13F +106,561 shares

    4.4% of the 13F portfolio, value $9,009,393.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, 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 222,129 shares
    Change vs previous 13F +5,384 shares

    3.23% of the 13F portfolio, value $5,715,379.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, 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 216,745 shares
    Change vs previous 13F +49,800 shares

    3.71% of the 13F portfolio, value $5,474,979.

    13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, 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 166,945 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $4,367,281.

    13F-HR 0001085146-25-000813 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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