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DiNuzzo Private Wealth, Inc.: DFEV position timeline

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

DiNuzzo Private Wealth, Inc. held 192,576 DFEV 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 192,576 shares
    Change vs previous 13F -12,779 shares

    0.81% of the 13F portfolio, value $8,216,679.

    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 205,355 shares
    Change vs previous 13F -3,921 shares

    0.79% of the 13F portfolio, value $7,347,604.

    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 209,276 shares
    Change vs previous 13F -16,408 shares

    0.77% of the 13F portfolio, value $7,060,970.

    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 225,684 shares
    Change vs previous 13F -222 shares

    0.79% of the 13F portfolio, value $6,960,100.

    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 225,906 shares
    Change vs previous 13F +6,567 shares

    0.8% of the 13F portfolio, value $6,774,926.

    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 219,339 shares
    Change vs previous 13F +2,164 shares

    0.75% of the 13F portfolio, value $5,933,112.

    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 217,175 shares
    Change vs previous 13F +2,362 shares

    0.72% of the 13F portfolio, value $5,692,148.

    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 214,813 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,113,591.

    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).