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ACCREDITED INVESTOR SERVICES, LLC: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACCREDITED INVESTOR SERVICES, LLC on DFAX, newest first. How the timeline and the estimate are built.

ACCREDITED INVESTOR SERVICES, LLC held 880,269 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 880,269 shares
    Change vs previous 13F +14,005 shares

    18.32% of the 13F portfolio, value $32,429,110.

    13F-HR 0002028621-26-000004 filed by ACCREDITED INVESTOR 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 866,264 shares
    Change vs previous 13F +12,100 shares

    18.89% of the 13F portfolio, value $29,426,988.

    13F-HR 0002028621-26-000002 filed by ACCREDITED INVESTOR 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 854,164 shares
    Change vs previous 13F +4,889 shares

    18.52% of the 13F portfolio, value $27,956,788.

    13F-HR 0002028621-26-000001 filed by ACCREDITED INVESTOR 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 849,275 shares
    Change vs previous 13F +15,843 shares

    18.32% of the 13F portfolio, value $26,650,250.

    13F-HR 0002028621-25-000002 filed by ACCREDITED INVESTOR 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 833,432 shares
    Change vs previous 13F +3,227 shares

    18.5% of the 13F portfolio, value $24,477,898.

    13F-HR 0001085146-25-004156 filed by ACCREDITED INVESTOR 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 830,205 shares
    Change vs previous 13F +34,056 shares

    18.17% of the 13F portfolio, value $21,751,371.

    13F-HR 0001085146-25-002536 filed by ACCREDITED INVESTOR 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 796,149 shares
    Change vs previous 13F not available

    15.84% of the 13F portfolio, value $19,792,264.

    13F-HR 0001085146-25-000996 filed by ACCREDITED INVESTOR SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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