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Colorado Capital Management, Inc.: DFAE position timeline

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

Colorado Capital Management, Inc. held 292,347 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 292,347 shares
    Change vs previous 13F +15,523 shares

    3.96% of the 13F portfolio, value $11,492,000.

    13F-HR 0001664147-26-000005 filed by Colorado Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 276,824 shares
    Change vs previous 13F +8,079 shares

    3.8% of the 13F portfolio, value $11,131,000.

    13F-HR 0001664147-26-000003 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 268,745 shares
    Change vs previous 13F +13,939 shares

    3.39% of the 13F portfolio, value $9,100,000.

    13F-HR 0001664147-26-000002 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 254,806 shares
    Change vs previous 13F +10,415 shares

    3.12% of the 13F portfolio, value $8,299,000.

    13F-HR 0001664147-26-000001 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 244,391 shares
    Change vs previous 13F +13,152 shares

    2.98% of the 13F portfolio, value $7,706,000.

    13F-HR 0001664147-25-000009 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 231,239 shares
    Change vs previous 13F +24,176 shares

    2.87% of the 13F portfolio, value $6,694,000.

    13F-HR 0001664147-25-000004 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 207,063 shares
    Change vs previous 13F +28,956 shares

    2.5% of the 13F portfolio, value $5,361,000.

    13F-HR 0001664147-25-000003 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 178,107 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $4,519,000.

    13F-HR 0001664147-25-000001 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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