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Disclosery

DiNuzzo Private Wealth, Inc.: DFIS position timeline

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

DiNuzzo Private Wealth, Inc. held 47,037 DFIS 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 47,037 shares
    Change vs previous 13F -970 shares

    0.16% of the 13F portfolio, value $1,647,718.

    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 48,007 shares
    Change vs previous 13F -131 shares

    0.17% of the 13F portfolio, value $1,616,392.

    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 48,138 shares
    Change vs previous 13F -3,203 shares

    0.17% of the 13F portfolio, value $1,585,651.

    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 51,341 shares
    Change vs previous 13F -1,025 shares

    0.18% of the 13F portfolio, value $1,590,531.

    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 52,366 shares
    Change vs previous 13F -3,332 shares

    0.19% of the 13F portfolio, value $1,562,589.

    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 55,698 shares
    Change vs previous 13F +25 shares

    0.18% of the 13F portfolio, value $1,439,238.

    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 55,673 shares
    Change vs previous 13F -305 shares

    0.17% of the 13F portfolio, value $1,367,054.

    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 55,978 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,501,877.

    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).