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Conrad Siegel Investment Advisors, Inc.: DFEM position timeline

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

Conrad Siegel Investment Advisors, Inc. held 525,349 DFEM 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 525,349 shares
    Change vs previous 13F +115,105 shares

    3.38% of the 13F portfolio, value $20,866,856.

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

  2. period ended2026-06-30
    13F 410,244 shares
    Change vs previous 13F +115,674 shares

    2.71% of the 13F portfolio, value $16,672,333.

    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 294,570 shares
    Change vs previous 13F +156,511 shares

    1.84% of the 13F portfolio, value $10,177,391.

    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 138,059 shares
    Change vs previous 13F +112,498 shares

    0.87% of the 13F portfolio, value $4,566,987.

    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 25,561 shares
    Change vs previous 13F +10,220 shares

    0.17% of the 13F portfolio, value $819,732.

    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 15,341 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $455,317.

    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).