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Annapolis Financial Services, LLC: DFAR position timeline

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

Annapolis Financial Services, LLC held 14,840 DFAR 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 14,840 shares
    Change vs previous 13F -66 shares

    0.11% of the 13F portfolio, value $380,498.

    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 14,906 shares
    Change vs previous 13F -3,330 shares

    0.11% of the 13F portfolio, value $329,423.

    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 18,236 shares
    Change vs previous 13F -137,447 shares

    0.13% of the 13F portfolio, value $407,940.

    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 155,683 shares
    Change vs previous 13F +30,787 shares

    0.89% of the 13F portfolio, value $3,540,232.

    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 124,896 shares
    Change vs previous 13F +17,524 shares

    0.7% of the 13F portfolio, value $2,437,970.

    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 107,372 shares
    Change vs previous 13F +24,103 shares

    0.66% of the 13F portfolio, value $2,310,646.

    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 83,269 shares
    Change vs previous 13F +32,696 shares

    0.54% of the 13F portfolio, value $1,789,451.

    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 50,573 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,069,619.

    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).