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Disclosery

Annapolis Financial Services, LLC: DFIP position timeline

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

Annapolis Financial Services, LLC held 13,061 DFIP 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 13,061 shares
    Change vs previous 13F +1,824 shares

    0.16% of the 13F portfolio, value $552,220.

    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 11,237 shares
    Change vs previous 13F -231 shares

    0.15% of the 13F portfolio, value $458,863.

    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 11,468 shares
    Change vs previous 13F -56,500 shares

    0.16% of the 13F portfolio, value $473,055.

    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 67,968 shares
    Change vs previous 13F +5,261 shares

    0.7% of the 13F portfolio, value $2,805,720.

    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 62,707 shares
    Change vs previous 13F +26,518 shares

    0.72% of the 13F portfolio, value $2,493,858.

    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 36,189 shares
    Change vs previous 13F +5,399 shares

    0.43% of the 13F portfolio, value $1,494,968.

    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 30,790 shares
    Change vs previous 13F +8,003 shares

    0.4% of the 13F portfolio, value $1,318,675.

    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 22,787 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $937,913.

    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).