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KENNEDY INVESTMENT GROUP, INC.: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KENNEDY INVESTMENT GROUP, INC. on DFAU, newest first. How the timeline and the estimate are built.

KENNEDY INVESTMENT GROUP, INC. held 182,548 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,548 shares
    Change vs previous 13F +12,031 shares

    3.2% of the 13F portfolio, value $9,435,921.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, 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 170,517 shares
    Change vs previous 13F +12,080 shares

    3.01% of the 13F portfolio, value $7,693,705.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, 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 158,437 shares
    Change vs previous 13F +45,662 shares

    2.8% of the 13F portfolio, value $7,414,830.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, 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 112,775 shares
    Change vs previous 13F +17,283 shares

    2.05% of the 13F portfolio, value $5,160,581.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, 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 95,492 shares
    Change vs previous 13F -5,050 shares

    1.72% of the 13F portfolio, value $4,045,040.

    13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, 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 100,542 shares
    Change vs previous 13F +47,389 shares

    1.79% of the 13F portfolio, value $3,864,845.

    13F-HR 0001951757-25-000414 filed by KENNEDY INVESTMENT GROUP, INC.
    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 53,153 shares
    Change vs previous 13F +13,544 shares

    0.97% of the 13F portfolio, value $2,152,148.

    13F-HR 0001951757-25-000100 filed by KENNEDY INVESTMENT GROUP, INC.
    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 39,609 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,572,096.

    13F-HR 0001951757-24-001088 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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