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Beckerman Institutional, LLC: DFAE position timeline

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

Beckerman Institutional, LLC held 71,491 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,491 shares
    Change vs previous 13F +3,924 shares

    1.37% of the 13F portfolio, value $2,874,621.

    13F-HR 0002043468-26-000003 filed by Beckerman Institutional, 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 67,567 shares
    Change vs previous 13F +2,817 shares

    1.22% of the 13F portfolio, value $2,287,847.

    13F-HR 0002043468-26-000002 filed by Beckerman Institutional, 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 64,750 shares
    Change vs previous 13F +1,921 shares

    1.18% of the 13F portfolio, value $2,108,916.

    13F-HR 0002043468-26-000001 filed by Beckerman Institutional, 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 62,829 shares
    Change vs previous 13F +6,252 shares

    1.17% of the 13F portfolio, value $1,981,010.

    13F-HR 0002043468-25-000006 filed by Beckerman Institutional, 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 56,577 shares
    Change vs previous 13F +5,165 shares

    1.09% of the 13F portfolio, value $1,638,000.

    13F-HR 0002043468-25-000004 filed by Beckerman Institutional, 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 51,412 shares
    Change vs previous 13F +3,589 shares

    0.96% of the 13F portfolio, value $1,331,000.

    13F-HR 0002043468-25-000003 filed by Beckerman Institutional, 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 47,823 shares
    Change vs previous 13F +3,033 shares

    0.97% of the 13F portfolio, value $1,213,000.

    13F-HR 0002043468-25-000001 filed by Beckerman Institutional, 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 44,790 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,228,000.

    13F-HR 0002043468-24-000001 filed by Beckerman Institutional, LLC
    Filed (acceptance time not in the bulk data set), ingested

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