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DOPKINS WEALTH MANAGEMENT, LLC: DFSV position timeline

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

DOPKINS WEALTH MANAGEMENT, LLC held 55,090 DFSV 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 55,090 shares
    Change vs previous 13F +1,240 shares

    0.78% of the 13F portfolio, value $2,136,927.

    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 53,850 shares
    Change vs previous 13F +671 shares

    0.76% of the 13F portfolio, value $1,886,918.

    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 53,179 shares
    Change vs previous 13F -2,701 shares

    0.71% of the 13F portfolio, value $1,749,054.

    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 55,880 shares
    Change vs previous 13F -374 shares

    0.75% of the 13F portfolio, value $1,779,230.

    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 56,254 shares
    Change vs previous 13F -35,570 shares

    0.74% of the 13F portfolio, value $1,655,553.

    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 91,824 shares
    Change vs previous 13F +7,252 shares

    1.31% of the 13F portfolio, value $2,584,838.

    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 84,572 shares
    Change vs previous 13F +67,724 shares

    1.33% of the 13F portfolio, value $2,603,136.

    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 16,848 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $518,914.

    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).