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Allodium Investment Consultants, LLC: DFSU position timeline

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

Allodium Investment Consultants, LLC held 150,685 DFSU 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 150,685 shares
    Change vs previous 13F +8,132 shares

    2.92% of the 13F portfolio, value $7,107,793.

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

  2. period ended2026-06-30
    13F 142,553 shares
    Change vs previous 13F -3,384 shares

    2.82% of the 13F portfolio, value $6,647,244.

    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 145,937 shares
    Change vs previous 13F +13,904 shares

    2.87% of the 13F portfolio, value $5,996,546.

    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 132,033 shares
    Change vs previous 13F -4,032 shares

    2.91% of the 13F portfolio, value $5,734,210.

    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 136,065 shares
    Change vs previous 13F +1,544 shares

    3.26% of the 13F portfolio, value $5,779,028.

    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 134,521 shares
    Change vs previous 13F +17,092 shares

    3.34% of the 13F portfolio, value $5,279,968.

    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 117,429 shares
    Change vs previous 13F +22,926 shares

    3.1% of the 13F portfolio, value $4,205,147.

    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 94,503 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $3,581,650.

    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).