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Conrad Siegel Investment Advisors, Inc.: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Conrad Siegel Investment Advisors, Inc. on DFAT, newest first. How the timeline and the estimate are built.

Conrad Siegel Investment Advisors, Inc. held 445,301 DFAT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 445,301 shares
    Change vs previous 13F -222 shares

    4.79% of the 13F portfolio, value $29,585,819.

    13F-HR 0001214659-26-012705 filed by Conrad Siegel Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 445,523 shares
    Change vs previous 13F +4,986 shares

    5.07% of the 13F portfolio, value $31,142,047.

    13F-HR 0001214659-26-008654 filed by Conrad Siegel Investment Advisors, 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 440,537 shares
    Change vs previous 13F +13,368 shares

    4.97% of the 13F portfolio, value $27,511,532.

    13F-HR 0001214659-26-004602 filed by Conrad Siegel Investment Advisors, 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 427,169 shares
    Change vs previous 13F +10,674 shares

    4.82% of the 13F portfolio, value $25,433,630.

    13F-HR 0001214659-26-000462 filed by Conrad Siegel Investment Advisors, 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 416,495 shares
    Change vs previous 13F +4,870 shares

    5.09% of the 13F portfolio, value $24,244,183.

    13F-HR 0001214659-25-015005 filed by Conrad Siegel Investment Advisors, 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 411,625 shares
    Change vs previous 13F +12,063 shares

    4.98% of the 13F portfolio, value $22,211,303.

    13F-HR 0001214659-25-010351 filed by Conrad Siegel Investment Advisors, 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 399,562 shares
    Change vs previous 13F +8,354 shares

    5.28% of the 13F portfolio, value $20,573,427.

    13F-HR 0001214659-25-005605 filed by Conrad Siegel Investment Advisors, 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 391,208 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $21,774,630.

    13F-HR 0001214659-25-000487 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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