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Disclosery

Ellis Investment Partners, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellis Investment Partners, LLC on DFAE, newest first. How the timeline and the estimate are built.

Ellis Investment Partners, LLC held 28,889 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,889 shares
    Change vs previous 13F +1,160 shares

    0.18% of the 13F portfolio, value $1,161,637.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 27,729 shares
    Change vs previous 13F +1,624 shares

    0.16% of the 13F portfolio, value $938,906.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 26,105 shares
    Change vs previous 13F +806 shares

    0.15% of the 13F portfolio, value $850,269.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 25,299 shares
    Change vs previous 13F +307 shares

    0.14% of the 13F portfolio, value $797,700.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 24,992 shares
    Change vs previous 13F +346 shares

    0.14% of the 13F portfolio, value $723,518.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 24,646 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $638,086.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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