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DB Fitzpatrick & Co, Inc: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DB Fitzpatrick & Co, Inc on XYZ, newest first. How the timeline and the estimate are built.

DB Fitzpatrick & Co, Inc held 25,475 XYZ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 25,475 shares
    Change vs previous 13F -350 shares

    1.56% of the 13F portfolio, value $1,936,100.

    13F-HR/A 0001885767-26-000004 filed by DB Fitzpatrick & Co, Inc
    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 25,825 shares
    Change vs previous 13F +7,274 shares

    1.33% of the 13F portfolio, value $1,554,149.

    13F-HR 0001885767-26-000002 filed by DB Fitzpatrick & Co, Inc
    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 18,551 shares
    Change vs previous 13F -1,962 shares

    1.07% of the 13F portfolio, value $1,207,485.

    13F-HR 0001885767-26-000001 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,513 shares
    Change vs previous 13F -691 shares

    1.34% of the 13F portfolio, value $1,482,475.

    13F-HR 0001885767-25-000007 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,204 shares
    Change vs previous 13F +3,995 shares

    1.28% of the 13F portfolio, value $1,440,388.

    13F-HR 0001885767-25-000004 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 17,209 shares
    Change vs previous 13F -1,958 shares

    0.89% of the 13F portfolio, value $934,965.

    13F-HR 0001885767-25-000003 filed by DB Fitzpatrick & Co, Inc
    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 19,167 shares
    Change vs previous 13F +1,901 shares

    1.5% of the 13F portfolio, value $1,629,003.

    13F-HR 0001885767-25-000001 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,266 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,159,067.

    13F-HR 0001885767-24-000005 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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