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Bedel Financial Consulting, Inc.: DFAI position timeline

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

Bedel Financial Consulting, Inc. held 1,582,438 DFAI 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 1,582,438 shares
    Change vs previous 13F +54,394 shares

    6.26% of the 13F portfolio, value $65,275,577.

    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 1,528,044 shares
    Change vs previous 13F +69,856 shares

    6.84% of the 13F portfolio, value $59,532,601.

    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 1,458,188 shares
    Change vs previous 13F +19,664 shares

    5.98% of the 13F portfolio, value $55,571,541.

    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 1,438,524 shares
    Change vs previous 13F +33,557 shares

    6.68% of the 13F portfolio, value $52,290,351.

    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 1,404,967 shares
    Change vs previous 13F +27,469 shares

    6.63% of the 13F portfolio, value $48,569,705.

    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 1,377,498 shares
    Change vs previous 13F +64,606 shares

    6.49% of the 13F portfolio, value $45,264,573.

    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 1,312,892 shares
    Change vs previous 13F +88,044 shares

    5.6% of the 13F portfolio, value $40,318,903.

    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 1,224,848 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $38,925,655.

    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).