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Conrad Siegel Investment Advisors, Inc.: DFAX position timeline

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

Conrad Siegel Investment Advisors, Inc. held 712,628 DFAX 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 712,628 shares
    Change vs previous 13F -8,026 shares

    4.27% of the 13F portfolio, value $26,381,485.

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

  2. period ended2026-06-30
    13F 720,654 shares
    Change vs previous 13F +191 shares

    4.32% of the 13F portfolio, value $26,548,891.

    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 720,463 shares
    Change vs previous 13F -258 shares

    4.42% of the 13F portfolio, value $24,474,145.

    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 720,721 shares
    Change vs previous 13F +36 shares

    4.47% of the 13F portfolio, value $23,589,183.

    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 720,685 shares
    Change vs previous 13F -7,161 shares

    4.75% of the 13F portfolio, value $22,615,080.

    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 727,846 shares
    Change vs previous 13F +14,912 shares

    4.8% of the 13F portfolio, value $21,376,828.

    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 712,934 shares
    Change vs previous 13F +27,337 shares

    4.79% of the 13F portfolio, value $18,678,872.

    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 685,597 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $17,043,953.

    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).