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Disclosery

Annapolis Financial Services, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annapolis Financial Services, LLC on DFAC, newest first. How the timeline and the estimate are built.

Annapolis Financial Services, LLC held 39,236 DFAC shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 39,236 shares
    Change vs previous 13F +460 shares

    0.4% of the 13F portfolio, value $1,345,403.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 38,776 shares
    Change vs previous 13F -932 shares

    0.41% of the 13F portfolio, value $1,250,139.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 39,708 shares
    Change vs previous 13F -88,338 shares

    0.42% of the 13F portfolio, value $1,268,671.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 128,046 shares
    Change vs previous 13F -37,288 shares

    0.94% of the 13F portfolio, value $3,742,785.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 165,334 shares
    Change vs previous 13F +17,050 shares

    1.25% of the 13F portfolio, value $4,331,751.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 148,284 shares
    Change vs previous 13F +2,298 shares

    1.15% of the 13F portfolio, value $4,025,911.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 145,986 shares
    Change vs previous 13F +27,541 shares

    1.13% of the 13F portfolio, value $3,719,724.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 118,445 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,875,845.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).