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Allodium Investment Consultants, LLC: DFAU position timeline

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

Allodium Investment Consultants, LLC held 18,453 DFAU 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 18,453 shares
    Change vs previous 13F -58 shares

    0.4% of the 13F portfolio, value $966,197.

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

  2. period ended2026-06-30
    13F 18,511 shares
    Change vs previous 13F -395 shares

    0.41% of the 13F portfolio, value $956,826.

    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 18,906 shares
    Change vs previous 13F -110 shares

    0.41% of the 13F portfolio, value $853,046.

    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 19,016 shares
    Change vs previous 13F -33 shares

    0.45% of the 13F portfolio, value $889,941.

    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 19,049 shares
    Change vs previous 13F -807 shares

    0.49% of the 13F portfolio, value $871,669.

    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 19,856 shares
    Change vs previous 13F +1,840 shares

    0.53% of the 13F portfolio, value $841,102.

    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 18,016 shares
    Change vs previous 13F +1,788 shares

    0.51% of the 13F portfolio, value $692,523.

    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 16,228 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $657,082.

    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).