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Disclosery

Annapolis Financial Services, LLC: DFUS position timeline

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

Annapolis Financial Services, LLC held 5,301 DFUS 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 5,301 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $329,723.

    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 5,301 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $311,964.

    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 5,301 shares
    Change vs previous 13F -37,020 shares

    0.1% of the 13F portfolio, value $302,051.

    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 42,321 shares
    Change vs previous 13F +1,673 shares

    0.55% of the 13F portfolio, value $2,193,476.

    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 40,648 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,892,145.

    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 40,648 shares
    Change vs previous 13F -591 shares

    0.56% of the 13F portfolio, value $1,957,588.

    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 41,239 shares
    Change vs previous 13F -3,592 shares

    0.56% of the 13F portfolio, value $1,832,231.

    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 44,831 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,865,400.

    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).