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Disclosery

Canopy Partners, LLC: DFAX position timeline

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

Canopy Partners, LLC held 193,362 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,362 shares
    Change vs previous 13F +736 shares

    2.14% of the 13F portfolio, value $7,123,489.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 192,626 shares
    Change vs previous 13F +5,015 shares

    2.24% of the 13F portfolio, value $6,543,511.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 187,611 shares
    Change vs previous 13F +5,280 shares

    2% of the 13F portfolio, value $6,140,523.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 182,331 shares
    Change vs previous 13F +5,854 shares

    1.91% of the 13F portfolio, value $5,721,547.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 176,477 shares
    Change vs previous 13F -156 shares

    1.9% of the 13F portfolio, value $5,183,131.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 176,633 shares
    Change vs previous 13F +10,587 shares

    1.8% of the 13F portfolio, value $4,627,793.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 166,046 shares
    Change vs previous 13F +4,640 shares

    1.58% of the 13F portfolio, value $4,127,916.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 161,406 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $4,359,583.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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