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Disclosery

COURIER CAPITAL LLC: DFE position timeline

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

COURIER CAPITAL LLC held 76,379 DFE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,379 shares
    Change vs previous 13F +1,480 shares

    0.27% of the 13F portfolio, value $5,497,007.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 74,899 shares
    Change vs previous 13F +733 shares

    0.3% of the 13F portfolio, value $5,372,750.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 74,166 shares
    Change vs previous 13F +1,779 shares

    0.3% of the 13F portfolio, value $5,327,724.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 72,387 shares
    Change vs previous 13F -1,120 shares

    0.29% of the 13F portfolio, value $5,097,416.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 73,507 shares
    Change vs previous 13F -785 shares

    0.31% of the 13F portfolio, value $5,154,456.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 74,292 shares
    Change vs previous 13F -38,626 shares

    0.3% of the 13F portfolio, value $4,529,027.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 112,918 shares
    Change vs previous 13F -3,066 shares

    0.44% of the 13F portfolio, value $6,388,926.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 115,984 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,364,960.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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