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Bedel Financial Consulting, Inc.: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bedel Financial Consulting, Inc. on DFAE, newest first. How the timeline and the estimate are built.

Bedel Financial Consulting, Inc. held 801,558 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 801,558 shares
    Change vs previous 13F +27,562 shares

    3.09% of the 13F portfolio, value $32,230,636.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 773,996 shares
    Change vs previous 13F +34,832 shares

    3.01% of the 13F portfolio, value $26,207,511.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 739,164 shares
    Change vs previous 13F +105,136 shares

    2.59% of the 13F portfolio, value $24,074,564.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    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 634,028 shares
    Change vs previous 13F +50,181 shares

    2.55% of the 13F portfolio, value $19,990,898.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    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 583,847 shares
    Change vs previous 13F -1,519 shares

    2.31% of the 13F portfolio, value $16,902,366.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    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 585,366 shares
    Change vs previous 13F +20,916 shares

    2.25% of the 13F portfolio, value $15,699,527.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    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 564,450 shares
    Change vs previous 13F +13,184 shares

    2.03% of the 13F portfolio, value $14,585,376.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    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 551,266 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $15,110,200.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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