A&I FINANCIAL SERVICES, LLC: DT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on DT, newest first. How the timeline and the estimate are built.
A&I FINANCIAL SERVICES, LLC held 10,067 DT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 10,067 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $442,042.
13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,067 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $372,278.
13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,067 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $436,304.
13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,067 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $486,337.
13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,067 sharesChange vs previous 13F -6,414 shares
0.31% of the 13F portfolio, value $555,799.
13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,481 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $777,079.
13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).