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North Capital, Inc.: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Capital, Inc. on DFAE, newest first. How the timeline and the estimate are built.

North Capital, Inc. held 150,937 DFAE 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 150,937 shares
    Change vs previous 13F +4,252 shares

    4.58% of the 13F portfolio, value $6,068,799.

    13F-HR 0002065938-26-000004 filed by North Capital, 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 146,685 shares
    Change vs previous 13F +4,493 shares

    4.21% of the 13F portfolio, value $4,965,968.

    13F-HR 0002065938-26-000003 filed by North Capital, 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/A 142,192 shares
    Change vs previous 13F +345 shares

    3.99% of the 13F portfolio, value $4,631,178.

    13F-HR/A 0002065938-26-000002 filed by North Capital, 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 141,847 shares
    Change vs previous 13F +8,681 shares

    3.46% of the 13F portfolio, value $4,472,446.

    13F-HR 0002065938-25-000005 filed by North Capital, 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 133,166 shares
    Change vs previous 13F +316 shares

    3.33% of the 13F portfolio, value $3,855,155.

    13F-HR 0002065938-25-000002 filed by North Capital, 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 132,850 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $3,439,488.

    13F-HR 0002065938-25-000001 filed by North Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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