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PENOBSCOT WEALTH MANAGEMENT: DFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENOBSCOT WEALTH MANAGEMENT on DFIC, newest first. How the timeline and the estimate are built.

PENOBSCOT WEALTH MANAGEMENT held 254,075 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,075 shares
    Change vs previous 13F +8,053 shares

    2.53% of the 13F portfolio, value $9,466,824.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH 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 246,022 shares
    Change vs previous 13F +9,235 shares

    2.58% of the 13F portfolio, value $8,741,152.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH 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 236,787 shares
    Change vs previous 13F +4,613 shares

    2.52% of the 13F portfolio, value $8,159,667.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH 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 232,174 shares
    Change vs previous 13F +7,235 shares

    2.44% of the 13F portfolio, value $7,612,991.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH 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 224,939 shares
    Change vs previous 13F +8,335 shares

    2.5% of the 13F portfolio, value $6,993,358.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH 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 216,604 shares
    Change vs previous 13F +10,012 shares

    2.53% of the 13F portfolio, value $6,015,087.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH 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 206,592 shares
    Change vs previous 13F +14,125 shares

    2.46% of the 13F portfolio, value $5,339,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH 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 192,467 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $5,416,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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