DecisionPoint Financial, LLC: DFAE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DecisionPoint Financial, LLC on DFAE, newest first. How the timeline and the estimate are built.
DecisionPoint Financial, LLC held 232,429 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 232,429 sharesChange vs previous 13F -15,502 shares
1.69% of the 13F portfolio, value $9,115,853.
13F-HR 0001938514-26-000003 filed by DecisionPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 247,931 sharesChange vs previous 13F -430 shares
1.81% of the 13F portfolio, value $8,394,965.
13F-HR 0001938514-26-000002 filed by DecisionPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 248,361 sharesChange vs previous 13F -8,405 shares
1.78% of the 13F portfolio, value $8,089,111.
13F-HR 0001938514-26-000001 filed by DecisionPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 256,766 sharesChange vs previous 13F -9,797 shares
1.9% of the 13F portfolio, value $8,162,587.
13F-HR 0001938514-25-000007 filed by DecisionPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 266,563 sharesChange vs previous 13F +53,331 shares
1.98% of the 13F portfolio, value $7,735,672.
13F-HR 0001938514-25-000006 filed by DecisionPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 213,232 sharesChange vs previous 13F -4,044 shares
1.6% of the 13F portfolio, value $5,520,568.
13F-HR 0001938514-25-000003 filed by DecisionPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 217,276 sharesChange vs previous 13F +10,692 shares
1.68% of the 13F portfolio, value $5,512,291.
13F-HR 0001938514-25-000001 filed by DecisionPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 206,584 sharesChange vs previous 13F not available
1.79% of the 13F portfolio, value $5,662,479.
13F-HR 0001938514-24-000006 filed by DecisionPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).