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DiNuzzo Private Wealth, Inc.: DFSD position timeline

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

DiNuzzo Private Wealth, Inc. held 2,080,578 DFSD 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 2,080,578 shares
    Change vs previous 13F +39,395 shares

    9.83% of the 13F portfolio, value $99,347,612.

    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 2,041,183 shares
    Change vs previous 13F -2,451 shares

    10.53% of the 13F portfolio, value $97,731,862.

    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 2,043,634 shares
    Change vs previous 13F +95,540 shares

    10.66% of the 13F portfolio, value $97,992,241.

    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 1,948,094 shares
    Change vs previous 13F +49,990 shares

    10.64% of the 13F portfolio, value $93,878,672.

    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 1,898,104 shares
    Change vs previous 13F -53,363 shares

    10.82% of the 13F portfolio, value $91,127,988.

    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 1,951,467 shares
    Change vs previous 13F +1,707 shares

    11.67% of the 13F portfolio, value $92,733,728.

    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 1,949,760 shares
    Change vs previous 13F -48,969 shares

    11.57% of the 13F portfolio, value $91,404,736.

    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 1,998,729 shares
    Change vs previous 13F not available

    11.77% of the 13F portfolio, value $95,419,327.

    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).