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DiNuzzo Private Wealth, Inc.: DFAX position timeline

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

DiNuzzo Private Wealth, Inc. held 179,273 DFAX 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 179,273 shares
    Change vs previous 13F -5,202 shares

    0.65% of the 13F portfolio, value $6,604,410.

    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 184,475 shares
    Change vs previous 13F -4,560 shares

    0.68% of the 13F portfolio, value $6,266,600.

    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 189,035 shares
    Change vs previous 13F -6,861 shares

    0.67% of the 13F portfolio, value $6,187,121.

    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 195,896 shares
    Change vs previous 13F -4,591 shares

    0.68% of the 13F portfolio, value $5,996,389.

    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 200,487 shares
    Change vs previous 13F -4,786 shares

    0.7% of the 13F portfolio, value $5,888,316.

    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 205,273 shares
    Change vs previous 13F -1,287 shares

    0.68% of the 13F portfolio, value $5,378,165.

    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 206,560 shares
    Change vs previous 13F -8,520 shares

    0.65% of the 13F portfolio, value $5,135,085.

    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 215,080 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,809,323.

    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).