DOPKINS WEALTH MANAGEMENT, LLC: DFGR position timeline

DOPKINS WEALTH MANAGEMENT, LLC held 11,026 DFGR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,026 shares

   Change vs previous 13F -575 shares

   0.12% of the 13F portfolio, value $319,412.

   13F-HR 0001904152-26-000003 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,601 shares

   Change vs previous 13F -1,811 shares

   0.12% of the 13F portfolio, value $308,345.

   13F-HR 0001904152-26-000002 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 13,412 shares

   Change vs previous 13F +3,950 shares

   0.14% of the 13F portfolio, value $354,347.

   13F-HR 0001904152-26-000001 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,462 shares

   Change vs previous 13F +1,133 shares

   0.11% of the 13F portfolio, value $258,412.

   13F-HR 0001904152-25-000006 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,329 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $223,467.

   13F-HR 0001904152-25-000004 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).