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Allodium Investment Consultants, LLC: DFAI position timeline

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

Allodium Investment Consultants, LLC held 632,342 DFAI 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 632,342 shares
    Change vs previous 13F +37,002 shares

    10.76% of the 13F portfolio, value $26,197,932.

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

  2. period ended2026-06-30
    13F 595,340 shares
    Change vs previous 13F +17,072 shares

    10.43% of the 13F portfolio, value $24,557,778.

    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 578,268 shares
    Change vs previous 13F -864 shares

    10.79% of the 13F portfolio, value $22,529,307.

    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 579,132 shares
    Change vs previous 13F +95,139 shares

    11.18% of the 13F portfolio, value $22,070,717.

    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 483,993 shares
    Change vs previous 13F +23,832 shares

    9.93% of the 13F portfolio, value $17,593,138.

    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 460,161 shares
    Change vs previous 13F +54,634 shares

    10.07% of the 13F portfolio, value $15,907,780.

    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 405,527 shares
    Change vs previous 13F -15,671 shares

    9.35% of the 13F portfolio, value $12,664,624.

    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 421,198 shares
    Change vs previous 13F not available

    10.27% of the 13F portfolio, value $12,298,991.

    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).