Annapolis Financial Services, LLC: DFSD position timeline

Annapolis Financial Services, LLC held 20,551 DFSD 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 20,551 shares

   Change vs previous 13F -3,811 shares

   0.29% of the 13F portfolio, value $981,105.

   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 24,362 shares

   Change vs previous 13F -1,345 shares

   0.37% of the 13F portfolio, value $1,145,014.

   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 25,707 shares

   Change vs previous 13F -203,208 shares

   0.4% of the 13F portfolio, value $1,209,258.

   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 228,915 shares

   Change vs previous 13F +4,292 shares

   2.7% of the 13F portfolio, value $10,761,295.

   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 224,623 shares

   Change vs previous 13F +27,686 shares

   3.01% of the 13F portfolio, value $10,418,015.

   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 196,937 shares

   Change vs previous 13F +15,284 shares

   2.6% of the 13F portfolio, value $9,128,030.

   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 181,653 shares

   Change vs previous 13F +2,038 shares

   2.57% of the 13F portfolio, value $8,475,929.

   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 179,615 shares

   Change vs previous 13F not available

   2.68% of the 13F portfolio, value $8,278,455.

   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).