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DiNuzzo Private Wealth, Inc.: DFNM position timeline

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

DiNuzzo Private Wealth, Inc. held 88,249 DFNM 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 88,249 shares
    Change vs previous 13F +2,154 shares

    0.42% of the 13F portfolio, value $4,265,516.

    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 86,095 shares
    Change vs previous 13F +6,025 shares

    0.44% of the 13F portfolio, value $4,126,534.

    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 80,070 shares
    Change vs previous 13F +5,962 shares

    0.42% of the 13F portfolio, value $3,856,972.

    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 74,108 shares
    Change vs previous 13F +3,480 shares

    0.4% of the 13F portfolio, value $3,514,202.

    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 70,628 shares
    Change vs previous 13F -722 shares

    0.4% of the 13F portfolio, value $3,349,887.

    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 71,350 shares
    Change vs previous 13F +6,600 shares

    0.43% of the 13F portfolio, value $3,394,120.

    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 64,750 shares
    Change vs previous 13F +11,918 shares

    0.39% of the 13F portfolio, value $3,093,108.

    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 52,832 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,564,466.

    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).