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Disclosery

Annapolis Financial Services, LLC: DFAI position timeline

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

Annapolis Financial Services, LLC held 49,891 DFAI 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 49,891 shares
    Change vs previous 13F -5,766 shares

    0.47% of the 13F portfolio, value $1,585,536.

    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 55,657 shares
    Change vs previous 13F -5,362 shares

    0.53% of the 13F portfolio, value $1,651,344.

    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 61,019 shares
    Change vs previous 13F -245,429 shares

    0.61% of the 13F portfolio, value $1,843,995.

    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 306,448 shares
    Change vs previous 13F -13,267 shares

    2.2% of the 13F portfolio, value $8,776,671.

    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 319,715 shares
    Change vs previous 13F -11,222 shares

    2.41% of the 13F portfolio, value $8,347,759.

    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 330,937 shares
    Change vs previous 13F +10,355 shares

    2.58% of the 13F portfolio, value $9,041,199.

    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 320,582 shares
    Change vs previous 13F +21,978 shares

    2.62% of the 13F portfolio, value $8,639,685.

    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 298,604 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $7,477,044.

    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).