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Disclosery

Sensible Money, LLC: DFAX position timeline

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

Sensible Money, LLC held 675,314 DFAX 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 675,314 shares
    Change vs previous 13F -58,063 shares

    6.6% of the 13F portfolio, value $24,878,583.

    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 733,377 shares
    Change vs previous 13F -34,773 shares

    7.58% of the 13F portfolio, value $24,912,817.

    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 768,150 shares
    Change vs previous 13F -35,996 shares

    8.03% of the 13F portfolio, value $25,141,540.

    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 804,146 shares
    Change vs previous 13F -20,509 shares

    8.58% of the 13F portfolio, value $25,234,105.

    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 824,655 shares
    Change vs previous 13F -10,977 shares

    9.18% of the 13F portfolio, value $24,220,131.

    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 835,632 shares
    Change vs previous 13F -31,001 shares

    9.38% of the 13F portfolio, value $21,893,558.

    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 866,633 shares
    Change vs previous 13F -14,560 shares

    9.45% of the 13F portfolio, value $21,544,486.

    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 881,193 shares
    Change vs previous 13F not available

    10.4% of the 13F portfolio, value $23,801,011.

    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).