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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

  1. period ended2026-06-30
    13F 232,429 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 247,931 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 248,361 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 256,766 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 266,563 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 213,232 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 217,276 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 206,584 shares
    Change 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), ingested

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