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DiNuzzo Private Wealth, Inc.: DFIV position timeline

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

DiNuzzo Private Wealth, Inc. held 234,686 DFIV 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 234,686 shares
    Change vs previous 13F -2,891 shares

    1.25% of the 13F portfolio, value $12,677,735.

    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 237,577 shares
    Change vs previous 13F -2,406 shares

    1.35% of the 13F portfolio, value $12,539,339.

    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 239,983 shares
    Change vs previous 13F -7,816 shares

    1.3% of the 13F portfolio, value $11,975,141.

    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 247,799 shares
    Change vs previous 13F -2,863 shares

    1.28% of the 13F portfolio, value $11,267,426.

    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 250,662 shares
    Change vs previous 13F -7,132 shares

    1.27% of the 13F portfolio, value $10,735,859.

    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 257,794 shares
    Change vs previous 13F -2,849 shares

    1.28% of the 13F portfolio, value $10,146,788.

    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 260,643 shares
    Change vs previous 13F -5,305 shares

    1.17% of the 13F portfolio, value $9,247,631.

    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 265,948 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $10,127,298.

    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).