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Disclosery

First Citizens Asset Management, Inc.: DFIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Citizens Asset Management, Inc. on DFIS, newest first. How the timeline and the estimate are built.

First Citizens Asset Management, Inc. held 98,369 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,369 shares
    Change vs previous 13F -736 shares

    1.1% of the 13F portfolio, value $3,445,858.

    13F-HR 0001964116-26-000017 filed by First Citizens Asset Management, 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 99,105 shares
    Change vs previous 13F +2,718 shares

    1.18% of the 13F portfolio, value $3,336,865.

    13F-HR 0001964116-26-000002 filed by First Citizens Asset Management, 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 96,387 shares
    Change vs previous 13F +1,334 shares

    1.11% of the 13F portfolio, value $3,174,996.

    13F-HR 0001964116-26-000001 filed by First Citizens Asset Management, 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/A 95,053 shares
    Change vs previous 13F +9,950 shares

    1.07% of the 13F portfolio, value $3,006,541.

    13F-HR/A 0001964116-26-000014 filed by First Citizens Asset Management, 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/A 85,103 shares
    Change vs previous 13F -27,593 shares

    0.9% of the 13F portfolio, value $2,539,472.

    13F-HR/A 0001964116-26-000013 filed by First Citizens Asset Management, 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/A 112,696 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,912,070.

    13F-HR/A 0001964116-26-000012 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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