SCRATCH CAPITAL LLC: DFIP position timeline

SCRATCH CAPITAL LLC held 350,137 DFIP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 350,137 shares

   Change vs previous 13F +1,116 shares

   7.17% of the 13F portfolio, value $14,444,897.

   13F-HR 0001420506-26-001345 filed by SCRATCH CAPITAL LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 349,021 shares

   Change vs previous 13F +30,526 shares

   8.34% of the 13F portfolio, value $14,561,162.

   13F-HR 0001420506-26-000915 filed by SCRATCH CAPITAL LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 318,495 shares

   Change vs previous 13F +66,531 shares

   8.66% of the 13F portfolio, value $13,235,040.

   13F-HR 0001754960-26-000029 filed by SCRATCH CAPITAL LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 251,964 shares

   Change vs previous 13F +17,064 shares

   7.02% of the 13F portfolio, value $10,640,440.

   13F-HR 0001754960-25-000664 filed by SCRATCH CAPITAL LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 234,900 shares

   Change vs previous 13F +47,031 shares

   7.99% of the 13F portfolio, value $9,821,169.

   13F-HR 0001754960-25-000363 filed by SCRATCH CAPITAL LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 187,869 shares

   Change vs previous 13F +40,652 shares

   8.17% of the 13F portfolio, value $7,911,352.

   13F-HR 0001754960-25-000210 filed by SCRATCH CAPITAL LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 147,217 shares

   Change vs previous 13F not available

   7.28% of the 13F portfolio, value $5,960,934.

   13F-HR 0001754960-25-000103 filed by SCRATCH CAPITAL LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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