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DOPKINS WEALTH MANAGEMENT, LLC: DFNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOPKINS WEALTH MANAGEMENT, LLC on DFNM, newest first. How the timeline and the estimate are built.

DOPKINS WEALTH MANAGEMENT, LLC held 247,398 DFNM 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 247,398 shares
    Change vs previous 13F +7,481 shares

    4.35% of the 13F portfolio, value $11,957,969.

    13F-HR 0001904152-26-000003 filed by DOPKINS WEALTH MANAGEMENT, LLC
    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 239,917 shares
    Change vs previous 13F +20,573 shares

    4.62% of the 13F portfolio, value $11,499,203.

    13F-HR 0001904152-26-000002 filed by DOPKINS WEALTH MANAGEMENT, LLC
    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 219,344 shares
    Change vs previous 13F +51,859 shares

    4.32% of the 13F portfolio, value $10,565,799.

    13F-HR 0001904152-26-000001 filed by DOPKINS WEALTH MANAGEMENT, LLC
    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 167,485 shares
    Change vs previous 13F +48,400 shares

    3.39% of the 13F portfolio, value $8,035,929.

    13F-HR 0001904152-25-000006 filed by DOPKINS WEALTH MANAGEMENT, LLC
    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 119,085 shares
    Change vs previous 13F +41,708 shares

    2.53% of the 13F portfolio, value $5,648,201.

    13F-HR 0001904152-25-000004 filed by DOPKINS WEALTH MANAGEMENT, LLC
    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 77,377 shares
    Change vs previous 13F +19,818 shares

    1.87% of the 13F portfolio, value $3,680,800.

    13F-HR 0001904152-25-000002 filed by DOPKINS WEALTH MANAGEMENT, LLC
    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 57,559 shares
    Change vs previous 13F +53,447 shares

    1.4% of the 13F portfolio, value $2,749,600.

    13F-HR 0001904152-25-000001 filed by DOPKINS WEALTH MANAGEMENT, LLC
    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 4,112 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $199,596.

    13F-HR 0001904152-24-000005 filed by DOPKINS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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