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DiNuzzo Private Wealth, Inc.: DFLV position timeline

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

DiNuzzo Private Wealth, Inc. held 1,758,222 DFLV 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 1,758,222 shares
    Change vs previous 13F -46,188 shares

    6.88% of the 13F portfolio, value $69,520,116.

    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 1,804,410 shares
    Change vs previous 13F -10,986 shares

    6.94% of the 13F portfolio, value $64,435,483.

    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 1,815,396 shares
    Change vs previous 13F -31,095 shares

    6.76% of the 13F portfolio, value $62,104,689.

    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 1,846,491 shares
    Change vs previous 13F +27,938 shares

    6.83% of the 13F portfolio, value $60,250,989.

    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 1,818,553 shares
    Change vs previous 13F +30,340 shares

    6.7% of the 13F portfolio, value $56,411,503.

    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 1,788,213 shares
    Change vs previous 13F -11,189 shares

    6.88% of the 13F portfolio, value $54,665,671.

    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 1,799,402 shares
    Change vs previous 13F -29,703 shares

    6.84% of the 13F portfolio, value $54,036,039.

    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 1,829,105 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $56,354,718.

    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).