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Allodium Investment Consultants, LLC: DFSB position timeline

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

Allodium Investment Consultants, LLC held 120,462 DFSB 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 120,462 shares
    Change vs previous 13F +9,918 shares

    2.45% of the 13F portfolio, value $5,968,864.

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

  2. period ended2026-06-30
    13F 110,544 shares
    Change vs previous 13F +5,826 shares

    2.45% of the 13F portfolio, value $5,760,464.

    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 104,718 shares
    Change vs previous 13F +17,840 shares

    2.59% of the 13F portfolio, value $5,418,400.

    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 86,878 shares
    Change vs previous 13F +2,316 shares

    2.28% of the 13F portfolio, value $4,500,278.

    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 84,562 shares
    Change vs previous 13F +8,453 shares

    2.54% of the 13F portfolio, value $4,504,616.

    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 76,109 shares
    Change vs previous 13F +10,246 shares

    2.53% of the 13F portfolio, value $3,990,393.

    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 65,863 shares
    Change vs previous 13F +14,222 shares

    2.5% of the 13F portfolio, value $3,391,943.

    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 51,641 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,630,590.

    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).