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DecisionPoint Financial, LLC: DFAI position timeline

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

DecisionPoint Financial, LLC held 680,856 DFAI 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 680,856 shares
    Change vs previous 13F -1,732 shares

    5.18% of the 13F portfolio, value $27,976,358.

    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 682,588 shares
    Change vs previous 13F -1,625 shares

    5.73% of the 13F portfolio, value $26,593,626.

    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 684,213 shares
    Change vs previous 13F -14,135 shares

    5.74% of the 13F portfolio, value $26,075,353.

    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 698,348 shares
    Change vs previous 13F -25,210 shares

    5.96% of the 13F portfolio, value $25,545,560.

    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 723,558 shares
    Change vs previous 13F +71,934 shares

    6.38% of the 13F portfolio, value $24,984,434.

    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 651,624 shares
    Change vs previous 13F -18,247 shares

    5.9% of the 13F portfolio, value $20,350,205.

    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 669,871 shares
    Change vs previous 13F +23,718 shares

    5.98% of the 13F portfolio, value $19,560,238.

    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 646,153 shares
    Change vs previous 13F not available

    6.5% of the 13F portfolio, value $20,534,745.

    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).