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DiNuzzo Private Wealth, Inc.: DUSB position timeline

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

DiNuzzo Private Wealth, Inc. held 623,822 DUSB 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 623,822 shares
    Change vs previous 13F +55,550 shares

    3.13% of the 13F portfolio, value $31,677,669.

    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 568,272 shares
    Change vs previous 13F +2,418 shares

    3.1% of the 13F portfolio, value $28,817,074.

    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 565,854 shares
    Change vs previous 13F +117,927 shares

    3.12% of the 13F portfolio, value $28,660,506.

    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 447,927 shares
    Change vs previous 13F +43,127 shares

    2.58% of the 13F portfolio, value $22,734,536.

    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 404,800 shares
    Change vs previous 13F +16,111 shares

    2.44% of the 13F portfolio, value $20,543,600.

    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 388,689 shares
    Change vs previous 13F +37,496 shares

    2.48% of the 13F portfolio, value $19,718,193.

    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 351,193 shares
    Change vs previous 13F +61,305 shares

    2.25% of the 13F portfolio, value $17,766,854.

    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 289,888 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $14,717,614.

    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).