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Allodium Investment Consultants, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allodium Investment Consultants, LLC on DFAE, newest first. How the timeline and the estimate are built.

Allodium Investment Consultants, LLC held 306,150 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 306,150 shares
    Change vs previous 13F +17,391 shares

    4.94% of the 13F portfolio, value $12,034,765.

    13F-HR 0002052983-26-000005 filed by Allodium Investment Consultants, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 288,759 shares
    Change vs previous 13F -17,291 shares

    4.93% of the 13F portfolio, value $11,610,982.

    13F-HR 0002052983-26-000003 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 306,050 shares
    Change vs previous 13F -14,172 shares

    4.96% of the 13F portfolio, value $10,362,855.

    13F-HR 0002052983-26-000002 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 320,222 shares
    Change vs previous 13F +28,656 shares

    5.29% of the 13F portfolio, value $10,429,629.

    13F-HR 0002052983-26-000001 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 291,566 shares
    Change vs previous 13F -1,090 shares

    5.19% of the 13F portfolio, value $9,193,088.

    13F-HR 0001085146-25-005876 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 292,656 shares
    Change vs previous 13F +20,124 shares

    5.36% of the 13F portfolio, value $8,472,378.

    13F-HR 0001085146-25-004516 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 272,532 shares
    Change vs previous 13F -4,136 shares

    5.21% of the 13F portfolio, value $7,055,843.

    13F-HR 0001085146-25-002299 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 276,668 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $7,019,070.

    13F-HR 0001085146-25-000737 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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