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DecisionPoint Financial, LLC: DFIC position timeline

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

DecisionPoint Financial, LLC held 1,583,340 DFIC 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 1,583,340 shares
    Change vs previous 13F +163,920 shares

    10.91% of the 13F portfolio, value $58,884,420.

    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 1,419,420 shares
    Change vs previous 13F +30,373 shares

    10.87% of the 13F portfolio, value $50,432,005.

    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 1,389,047 shares
    Change vs previous 13F +136,869 shares

    10.53% of the 13F portfolio, value $47,866,568.

    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 1,252,178 shares
    Change vs previous 13F +136,567 shares

    9.62% of the 13F portfolio, value $41,234,224.

    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 1,115,611 shares
    Change vs previous 13F +33,887 shares

    8.85% of the 13F portfolio, value $34,650,874.

    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 1,081,724 shares
    Change vs previous 13F +133,841 shares

    8.72% of the 13F portfolio, value $30,039,487.

    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 947,883 shares
    Change vs previous 13F +178,207 shares

    7.49% of the 13F portfolio, value $24,498,045.

    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 769,676 shares
    Change vs previous 13F not available

    6.86% of the 13F portfolio, value $21,658,683.

    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).