Applied Capital LLC: DFCF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Capital LLC on DFCF, newest first. How the timeline and the estimate are built.
Applied Capital LLC held 135,391 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 135,391 sharesChange vs previous 13F +4,264 shares
1.84% of the 13F portfolio, value $5,714,856.
13F-HR 0001862965-26-000006 filed by Applied Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 131,127 sharesChange vs previous 13F +11,530 shares
2.07% of the 13F portfolio, value $5,536,166.
13F-HR 0001862965-26-000004 filed by Applied Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 119,597 sharesChange vs previous 13F +12,082 shares
1.96% of the 13F portfolio, value $5,090,030.
13F-HR 0001862965-26-000002 filed by Applied Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 107,515 sharesChange vs previous 13F +6,798 shares
1.85% of the 13F portfolio, value $4,597,347.
13F-HR 0001862965-25-000010 filed by Applied Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 100,717 sharesChange vs previous 13F -7,873 shares
1.87% of the 13F portfolio, value $4,256,297.
13F-HR 0001862965-25-000008 filed by Applied Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 108,590 sharesChange vs previous 13F -4,483 shares
2.24% of the 13F portfolio, value $4,567,285.
13F-HR 0001862965-25-000006 filed by Applied Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 113,073 sharesChange vs previous 13F +4,950 shares
2.4% of the 13F portfolio, value $4,666,506.
13F-HR 0001862965-25-000002 filed by Applied Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 108,123 sharesChange vs previous 13F not available
2.4% of the 13F portfolio, value $4,669,839.
13F-HR 0001862965-24-000006 filed by Applied Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).