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DiNuzzo Private Wealth, Inc.: DFUS position timeline

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

DiNuzzo Private Wealth, Inc. held 1,169,867 DFUS 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 1,169,867 shares
    Change vs previous 13F -6,702 shares

    9.48% of the 13F portfolio, value $95,858,939.

    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 1,176,569 shares
    Change vs previous 13F -976 shares

    8.99% of the 13F portfolio, value $83,430,485.

    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 1,177,545 shares
    Change vs previous 13F -46,128 shares

    9.5% of the 13F portfolio, value $87,338,493.

    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 1,223,673 shares
    Change vs previous 13F -1,326 shares

    9.74% of the 13F portfolio, value $85,877,387.

    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 1,224,999 shares
    Change vs previous 13F +27,218 shares

    9.75% of the 13F portfolio, value $82,099,448.

    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 1,197,781 shares
    Change vs previous 13F -5,760 shares

    9.12% of the 13F portfolio, value $72,441,820.

    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 1,203,541 shares
    Change vs previous 13F -68,858 shares

    9.71% of the 13F portfolio, value $76,725,768.

    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 1,272,399 shares
    Change vs previous 13F not available

    9.76% of the 13F portfolio, value $79,143,240.

    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).