Annapolis Financial Services, LLC: DFAS position timeline

Annapolis Financial Services, LLC held 161,391 DFAS 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 161,391 shares

   Change vs previous 13F +16,129 shares

   3.1% of the 13F portfolio, value $10,467,821.

   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 145,262 shares

   Change vs previous 13F +13,532 shares

   2.83% of the 13F portfolio, value $8,727,341.

   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 131,730 shares

   Change vs previous 13F -46,508 shares

   2.7% of the 13F portfolio, value $8,212,049.

   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 178,238 shares

   Change vs previous 13F +42,719 shares

   2.66% of the 13F portfolio, value $10,626,555.

   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 135,519 shares

   Change vs previous 13F +15,096 shares

   2.05% of the 13F portfolio, value $7,113,384.

   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 120,423 shares

   Change vs previous 13F +24,401 shares

   1.88% of the 13F portfolio, value $6,599,158.

   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 96,022 shares

   Change vs previous 13F +26,777 shares

   1.54% of the 13F portfolio, value $5,060,377.

   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 69,245 shares

   Change vs previous 13F not available

   1.15% of the 13F portfolio, value $3,541,890.

   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).