Annapolis Financial Services, LLC: DFAE position timeline

Annapolis Financial Services, LLC held 83,847 DFAE 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 83,847 shares

   Change vs previous 13F -2,451 shares

   0.68% of the 13F portfolio, value $2,298,247.

   13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 86,298 shares

   Change vs previous 13F -9,223 shares

   0.72% of the 13F portfolio, value $2,232,530.

   13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 95,521 shares

   Change vs previous 13F -170,836 shares

   0.78% of the 13F portfolio, value $2,361,280.

   13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
   Filed 2024-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 266,357 shares

   Change vs previous 13F +5,004 shares

   1.61% of the 13F portfolio, value $6,421,870.

   13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
   Filed 2024-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 261,353 shares

   Change vs previous 13F +15,378 shares

   1.7% of the 13F portfolio, value $5,898,744.

   13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 245,975 shares

   Change vs previous 13F +17,810 shares

   1.64% of the 13F portfolio, value $5,770,564.

   13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
   Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 228,165 shares

   Change vs previous 13F +21,476 shares

   1.59% of the 13F portfolio, value $5,252,358.

   13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
   Filed 2023-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 206,689 shares

   Change vs previous 13F not available

   1.47% of the 13F portfolio, value $4,536,817.

   13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
   Filed 2023-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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