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DiNuzzo Private Wealth, Inc.: DFEM position timeline

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

DiNuzzo Private Wealth, Inc. held 716,843 DFEM 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 716,843 shares
    Change vs previous 13F -23,353 shares

    2.88% of the 13F portfolio, value $29,132,508.

    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 740,196 shares
    Change vs previous 13F +4,767 shares

    2.76% of the 13F portfolio, value $25,573,786.

    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 735,429 shares
    Change vs previous 13F -31,833 shares

    2.65% of the 13F portfolio, value $24,327,980.

    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 767,262 shares
    Change vs previous 13F -5,734 shares

    2.68% of the 13F portfolio, value $23,677,715.

    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 772,996 shares
    Change vs previous 13F -2,811 shares

    2.72% of the 13F portfolio, value $22,942,531.

    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 775,807 shares
    Change vs previous 13F +3,553 shares

    2.58% of the 13F portfolio, value $20,527,848.

    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 772,254 shares
    Change vs previous 13F +15,792 shares

    2.56% of the 13F portfolio, value $20,225,321.

    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 756,462 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $21,294,406.

    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).