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Disclosery

Sageworth Trust Co: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sageworth Trust Co on DFAS, newest first. How the timeline and the estimate are built.

Sageworth Trust Co held 919,443 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 919,443 shares
    Change vs previous 13F -48,360 shares

    2.98% of the 13F portfolio, value $75,706,936.

    13F-HR 0001482688-26-000007 filed by Sageworth Trust Co
    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 967,803 shares
    Change vs previous 13F -539 shares

    2.96% of the 13F portfolio, value $68,839,828.

    13F-HR 0001482688-26-000005 filed by Sageworth Trust Co
    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 968,342 shares
    Change vs previous 13F +18,914 shares

    2.89% of the 13F portfolio, value $67,464,387.

    13F-HR 0001482688-26-000003 filed by Sageworth Trust Co
    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 949,428 shares
    Change vs previous 13F -14,462 shares

    3.03% of the 13F portfolio, value $64,997,841.

    13F-HR 0001482688-25-000011 filed by Sageworth Trust Co
    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 963,890 shares
    Change vs previous 13F -13,891 shares

    3.4% of the 13F portfolio, value $61,409,432.

    13F-HR 0001482688-25-000008 filed by Sageworth Trust Co
    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 977,781 shares
    Change vs previous 13F +27,614 shares

    3.63% of the 13F portfolio, value $58,422,415.

    13F-HR 0001482688-25-000006 filed by Sageworth Trust Co
    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 950,167 shares
    Change vs previous 13F -2,016 shares

    3.82% of the 13F portfolio, value $61,836,868.

    13F-HR 0001482688-25-000003 filed by Sageworth Trust Co
    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 952,183 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $61,758,589.

    13F-HR 0001482688-24-000009 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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