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Disclosery

Sageworth Trust Co: DFEM position timeline

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

Sageworth Trust Co held 1,575,383 DFEM 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 1,575,383 shares
    Change vs previous 13F -74,023 shares

    2.52% of the 13F portfolio, value $64,023,565.

    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 1,649,406 shares
    Change vs previous 13F +111,133 shares

    2.45% of the 13F portfolio, value $56,986,977.

    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 1,538,273 shares
    Change vs previous 13F +995,897 shares

    2.18% of the 13F portfolio, value $50,886,071.

    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 542,376 shares
    Change vs previous 13F -4,292 shares

    0.81% of the 13F portfolio, value $17,393,998.

    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 546,668 shares
    Change vs previous 13F +12,565 shares

    0.9% of the 13F portfolio, value $16,225,106.

    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 534,103 shares
    Change vs previous 13F +49,070 shares

    0.88% of the 13F portfolio, value $14,132,365.

    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 485,033 shares
    Change vs previous 13F +38,842 shares

    0.79% of the 13F portfolio, value $12,703,014.

    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 446,191 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $12,560,276.

    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).