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DiNuzzo Private Wealth, Inc.: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DiNuzzo Private Wealth, Inc. on DFAE, newest first. How the timeline and the estimate are built.

DiNuzzo Private Wealth, Inc. held 399,164 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 399,164 shares
    Change vs previous 13F -26,080 shares

    1.59% of the 13F portfolio, value $16,050,378.

    13F-HR 0001994563-26-000003 filed by DiNuzzo Private Wealth, Inc.
    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 425,244 shares
    Change vs previous 13F -9,241 shares

    1.55% of the 13F portfolio, value $14,398,754.

    13F-HR 0001994563-26-000002 filed by DiNuzzo Private Wealth, Inc.
    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 434,485 shares
    Change vs previous 13F -23,885 shares

    1.54% of the 13F portfolio, value $14,151,163.

    13F-HR 0001994563-26-000001 filed by DiNuzzo Private Wealth, Inc.
    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 458,370 shares
    Change vs previous 13F -4,904 shares

    1.56% of the 13F portfolio, value $13,760,274.

    13F-HR 0001994563-25-000007 filed by DiNuzzo Private Wealth, Inc.
    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 463,274 shares
    Change vs previous 13F +1,645 shares

    1.59% of the 13F portfolio, value $13,411,789.

    13F-HR 0001994563-25-000005 filed by DiNuzzo Private Wealth, Inc.
    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 461,629 shares
    Change vs previous 13F -5 shares

    1.5% of the 13F portfolio, value $11,951,587.

    13F-HR 0001994563-25-000003 filed by DiNuzzo Private Wealth, Inc.
    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 461,634 shares
    Change vs previous 13F +4,723 shares

    1.48% of the 13F portfolio, value $11,711,661.

    13F-HR 0001994563-25-000002 filed by DiNuzzo Private Wealth, Inc.
    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 456,911 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $12,523,921.

    13F-HR 0001994563-24-000008 filed by DiNuzzo Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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