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Disclosery

Ruggaard & Associates LLC: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruggaard & Associates LLC on DFAS, newest first. How the timeline and the estimate are built.

Ruggaard & Associates LLC held 102,255 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,255 shares
    Change vs previous 13F -1,604 shares

    3.02% of the 13F portfolio, value $8,419,685.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates LLC
    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 103,859 shares
    Change vs previous 13F -2,599 shares

    2.93% of the 13F portfolio, value $7,387,520.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates LLC
    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 106,458 shares
    Change vs previous 13F -11,170 shares

    2.92% of the 13F portfolio, value $7,416,945.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates LLC
    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 117,628 shares
    Change vs previous 13F +1,031 shares

    3.01% of the 13F portfolio, value $8,052,824.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates LLC
    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 116,597 shares
    Change vs previous 13F -515 shares

    2.99% of the 13F portfolio, value $7,428,401.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates LLC
    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 117,112 shares
    Change vs previous 13F +2,916 shares

    3.07% of the 13F portfolio, value $6,997,413.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates LLC
    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 114,196 shares
    Change vs previous 13F +5,310 shares

    3.26% of the 13F portfolio, value $7,431,906.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates LLC
    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 108,886 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $7,062,316.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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