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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

  1. period ended2026-06-30
    13F 135,391 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 131,127 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 119,597 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 107,515 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 100,717 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 108,590 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 113,073 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 108,123 shares
    Change 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), ingested

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