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Allodium Investment Consultants, LLC: DFSE position timeline

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

Allodium Investment Consultants, LLC held 85,277 DFSE 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 85,277 shares
    Change vs previous 13F +8,180 shares

    1.69% of the 13F portfolio, value $4,123,144.

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

  2. period ended2026-06-30
    13F 77,097 shares
    Change vs previous 13F -342 shares

    1.6% of the 13F portfolio, value $3,768,466.

    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 77,439 shares
    Change vs previous 13F +1,443 shares

    1.57% of the 13F portfolio, value $3,281,073.

    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 75,996 shares
    Change vs previous 13F -239 shares

    1.6% of the 13F portfolio, value $3,152,310.

    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 76,235 shares
    Change vs previous 13F +15,695 shares

    1.77% of the 13F portfolio, value $3,132,509.

    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 60,540 shares
    Change vs previous 13F -579 shares

    1.46% of the 13F portfolio, value $2,304,163.

    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 61,119 shares
    Change vs previous 13F +2,566 shares

    1.52% of the 13F portfolio, value $2,058,502.

    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 58,553 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,939,931.

    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).