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Allodium Investment Consultants, LLC: DFIS position timeline

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

Allodium Investment Consultants, LLC held 331,116 DFIS 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 331,116 shares
    Change vs previous 13F +22,366 shares

    4.93% of the 13F portfolio, value $11,996,338.

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

  2. period ended2026-06-30
    13F 308,750 shares
    Change vs previous 13F +9,427 shares

    4.59% of the 13F portfolio, value $10,815,524.

    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 299,323 shares
    Change vs previous 13F -2,636 shares

    4.83% of the 13F portfolio, value $10,078,196.

    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 301,959 shares
    Change vs previous 13F +23,511 shares

    5.04% of the 13F portfolio, value $9,946,514.

    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 278,448 shares
    Change vs previous 13F +16,217 shares

    4.97% of the 13F portfolio, value $8,807,314.

    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 262,231 shares
    Change vs previous 13F +10,149 shares

    4.95% of the 13F portfolio, value $7,824,984.

    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 252,082 shares
    Change vs previous 13F +11,275 shares

    4.81% of the 13F portfolio, value $6,513,790.

    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 240,807 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $5,913,016.

    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).