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DecisionPoint Financial, LLC: DFEM position timeline

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

DecisionPoint Financial, LLC held 474,963 DFEM 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 474,963 shares
    Change vs previous 13F +38,330 shares

    3.49% of the 13F portfolio, value $18,856,039.

    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 436,633 shares
    Change vs previous 13F +6,930 shares

    3.25% of the 13F portfolio, value $15,085,667.

    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 429,703 shares
    Change vs previous 13F +43,702 shares

    3.13% of the 13F portfolio, value $14,214,598.

    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 386,001 shares
    Change vs previous 13F +35,832 shares

    2.91% of the 13F portfolio, value $12,475,572.

    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 350,169 shares
    Change vs previous 13F +4,099 shares

    2.66% of the 13F portfolio, value $10,421,045.

    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 346,070 shares
    Change vs previous 13F +64,604 shares

    2.66% of the 13F portfolio, value $9,157,023.

    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 281,466 shares
    Change vs previous 13F +45,253 shares

    2.25% of the 13F portfolio, value $7,371,588.

    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 236,213 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $6,649,407.

    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).