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DiNuzzo Private Wealth, Inc.: DFIC position timeline

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

DiNuzzo Private Wealth, Inc. held 1,387,635 DFIC 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 1,387,635 shares
    Change vs previous 13F +2,602 shares

    5.11% of the 13F portfolio, value $51,703,276.

    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 1,385,033 shares
    Change vs previous 13F -6,396 shares

    5.3% of the 13F portfolio, value $49,210,221.

    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 1,391,429 shares
    Change vs previous 13F -96,273 shares

    5.22% of the 13F portfolio, value $47,948,640.

    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 1,487,702 shares
    Change vs previous 13F -19,793 shares

    5.44% of the 13F portfolio, value $47,956,070.

    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 1,507,495 shares
    Change vs previous 13F -15,889 shares

    5.56% of the 13F portfolio, value $46,868,013.

    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 1,523,384 shares
    Change vs previous 13F -2,779 shares

    5.33% of the 13F portfolio, value $42,304,384.

    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 1,526,163 shares
    Change vs previous 13F +60,976 shares

    4.99% of the 13F portfolio, value $39,443,688.

    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 1,465,187 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $41,230,353.

    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).