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Allodium Investment Consultants, LLC: DFAS position timeline

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

Allodium Investment Consultants, LLC held 285,461 DFAS 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 285,461 shares
    Change vs previous 13F +14,641 shares

    9.08% of the 13F portfolio, value $22,100,377.

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

  2. period ended2026-06-30
    13F 270,820 shares
    Change vs previous 13F -6,949 shares

    9.47% of the 13F portfolio, value $22,299,353.

    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 277,769 shares
    Change vs previous 13F +8,244 shares

    9.46% of the 13F portfolio, value $19,757,695.

    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 269,525 shares
    Change vs previous 13F +27,091 shares

    9.52% of the 13F portfolio, value $18,777,792.

    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 242,434 shares
    Change vs previous 13F +3,594 shares

    9.37% of the 13F portfolio, value $16,596,999.

    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 238,840 shares
    Change vs previous 13F +31,322 shares

    9.63% of the 13F portfolio, value $15,216,465.

    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 207,518 shares
    Change vs previous 13F +48,602 shares

    9.15% of the 13F portfolio, value $12,399,187.

    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 158,916 shares
    Change vs previous 13F not available

    8.64% of the 13F portfolio, value $10,342,283.

    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).