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DiNuzzo Private Wealth, Inc.: DFSV position timeline

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

DiNuzzo Private Wealth, Inc. held 1,300,634 DFSV 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 1,300,634 shares
    Change vs previous 13F -46,931 shares

    4.99% of the 13F portfolio, value $50,451,612.

    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 1,347,565 shares
    Change vs previous 13F -4,337 shares

    5.09% of the 13F portfolio, value $47,218,677.

    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 1,351,902 shares
    Change vs previous 13F -7,475 shares

    4.84% of the 13F portfolio, value $44,464,068.

    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 1,359,377 shares
    Change vs previous 13F +24,254 shares

    4.99% of the 13F portfolio, value $43,989,433.

    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 1,335,123 shares
    Change vs previous 13F +96,671 shares

    4.66% of the 13F portfolio, value $39,292,664.

    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 1,238,452 shares
    Change vs previous 13F +11,273 shares

    4.39% of the 13F portfolio, value $34,862,410.

    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 1,227,179 shares
    Change vs previous 13F -16,255 shares

    4.78% of the 13F portfolio, value $37,772,581.

    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 1,243,434 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $38,297,770.

    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).