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Disclosery

Sensible Money, LLC: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sensible Money, LLC on DFAT, newest first. How the timeline and the estimate are built.

Sensible Money, LLC held 1,091,399 DFAT 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 1,091,399 shares
    Change vs previous 13F +23,058 shares

    20.23% of the 13F portfolio, value $76,288,795.

    13F-HR 0001965229-26-000004 filed by Sensible Money, 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 1,068,341 shares
    Change vs previous 13F +47,433 shares

    20.3% of the 13F portfolio, value $66,717,927.

    13F-HR 0001965229-26-000002 filed by Sensible Money, 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 1,020,908 shares
    Change vs previous 13F +55,309 shares

    19.41% of the 13F portfolio, value $60,784,890.

    13F-HR 0001965229-26-000001 filed by Sensible Money, 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 965,599 shares
    Change vs previous 13F +62,401 shares

    19.1% of the 13F portfolio, value $56,207,541.

    13F-HR 0001965229-25-000002 filed by Sensible Money, 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 903,198 shares
    Change vs previous 13F +55,173 shares

    18.47% of the 13F portfolio, value $48,736,549.

    13F-HR 0001085146-25-004508 filed by Sensible Money, 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 848,025 shares
    Change vs previous 13F +55,987 shares

    18.71% of the 13F portfolio, value $43,664,809.

    13F-HR 0001085146-25-003050 filed by Sensible Money, 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 792,038 shares
    Change vs previous 13F +43,161 shares

    19.33% of the 13F portfolio, value $44,084,861.

    13F-HR 0001085146-25-000576 filed by Sensible Money, 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 748,877 shares
    Change vs previous 13F not available

    18.2% of the 13F portfolio, value $41,660,034.

    13F-HR 0001085146-24-004957 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

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