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Joseph Group Capital Management: DFIS position timeline

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

Joseph Group Capital Management held 18,744 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,744 shares
    Change vs previous 13F -223 shares

    0.14% of the 13F portfolio, value $656,602.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 18,967 shares
    Change vs previous 13F -2,806 shares

    0.16% of the 13F portfolio, value $638,619.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 21,773 shares
    Change vs previous 13F -943 shares

    0.19% of the 13F portfolio, value $717,203.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 22,716 shares
    Change vs previous 13F +14,263 shares

    0.2% of the 13F portfolio, value $718,507.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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 8,453 shares
    Change vs previous 13F -97 shares

    0.08% of the 13F portfolio, value $252,238.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 8,550 shares
    Change vs previous 13F -407 shares

    0.08% of the 13F portfolio, value $220,932.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    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 8,957 shares
    Change vs previous 13F +5,747 shares

    0.09% of the 13F portfolio, value $219,939.

    13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
    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 3,210 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $86,124.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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