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Disclosery

Applied Capital LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Capital LLC on DFAC, newest first. How the timeline and the estimate are built.

Applied Capital LLC held 1,403,337 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,403,337 shares
    Change vs previous 13F +21,260 shares

    20.05% of the 13F portfolio, value $62,252,046.

    13F-HR 0001862965-26-000006 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,382,077 shares
    Change vs previous 13F +30,572 shares

    20.05% of the 13F portfolio, value $53,707,514.

    13F-HR 0001862965-26-000004 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,351,505 shares
    Change vs previous 13F +25,063 shares

    20.59% of the 13F portfolio, value $53,506,093.

    13F-HR 0001862965-26-000002 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,326,442 shares
    Change vs previous 13F +9,013 shares

    20.61% of the 13F portfolio, value $51,160,865.

    13F-HR 0001862965-25-000010 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,317,429 shares
    Change vs previous 13F +58,851 shares

    20.77% of the 13F portfolio, value $47,216,644.

    13F-HR 0001862965-25-000008 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,258,578 shares
    Change vs previous 13F +29,065 shares

    20.37% of the 13F portfolio, value $41,520,497.

    13F-HR 0001862965-25-000006 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,229,513 shares
    Change vs previous 13F +8,888 shares

    21.84% of the 13F portfolio, value $42,528,839.

    13F-HR 0001862965-25-000002 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,220,625 shares
    Change vs previous 13F not available

    21.52% of the 13F portfolio, value $41,855,236.

    13F-HR 0001862965-24-000006 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).