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Allodium Investment Consultants, LLC: DFUS position timeline

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

Allodium Investment Consultants, LLC held 340,943 DFUS 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 340,943 shares
    Change vs previous 13F -67 shares

    11.62% of the 13F portfolio, value $28,308,496.

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

  2. period ended2026-06-30
    13F 341,010 shares
    Change vs previous 13F -4,104 shares

    11.87% of the 13F portfolio, value $27,942,375.

    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 345,114 shares
    Change vs previous 13F +10,011 shares

    11.72% of the 13F portfolio, value $24,472,003.

    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 335,103 shares
    Change vs previous 13F +21,789 shares

    12.59% of the 13F portfolio, value $24,854,626.

    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 313,314 shares
    Change vs previous 13F +1,325 shares

    12.81% of the 13F portfolio, value $22,696,461.

    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 311,989 shares
    Change vs previous 13F +16,373 shares

    13.23% of the 13F portfolio, value $20,909,527.

    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 295,616 shares
    Change vs previous 13F +46,232 shares

    13.2% of the 13F portfolio, value $17,878,825.

    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 249,384 shares
    Change vs previous 13F not available

    13.28% of the 13F portfolio, value $15,898,223.

    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).