Skip to content
Disclosery

Allodium Investment Consultants, LLC: DFSI position timeline

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

Allodium Investment Consultants, LLC held 217,854 DFSI 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 217,854 shares
    Change vs previous 13F +15,910 shares

    4.04% of the 13F portfolio, value $9,840,485.

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

  2. period ended2026-06-30
    13F 201,944 shares
    Change vs previous 13F +7,912 shares

    3.87% of the 13F portfolio, value $9,107,690.

    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 194,032 shares
    Change vs previous 13F +2,110 shares

    3.94% of the 13F portfolio, value $8,226,961.

    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 191,922 shares
    Change vs previous 13F +3,712 shares

    4.17% of the 13F portfolio, value $8,222,916.

    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 188,210 shares
    Change vs previous 13F +49,330 shares

    4.35% of the 13F portfolio, value $7,707,202.

    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 138,880 shares
    Change vs previous 13F +229 shares

    3.46% of the 13F portfolio, value $5,473,271.

    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 138,651 shares
    Change vs previous 13F +25,909 shares

    3.57% of the 13F portfolio, value $4,837,549.

    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 112,742 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $3,703,584.

    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).