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Disclosery

Sensible Money, LLC: DFEM position timeline

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

Sensible Money, LLC held 751,422 DFEM 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 751,422 shares
    Change vs previous 13F -1,320 shares

    8.1% of the 13F portfolio, value $30,537,809.

    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 752,742 shares
    Change vs previous 13F +28,640 shares

    7.91% of the 13F portfolio, value $26,007,242.

    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 724,102 shares
    Change vs previous 13F +15,839 shares

    7.65% of the 13F portfolio, value $23,953,302.

    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 708,263 shares
    Change vs previous 13F +41,812 shares

    7.72% of the 13F portfolio, value $22,714,006.

    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 666,451 shares
    Change vs previous 13F +28,524 shares

    7.5% of the 13F portfolio, value $19,780,259.

    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 637,927 shares
    Change vs previous 13F +58,897 shares

    7.23% of the 13F portfolio, value $16,879,537.

    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 579,030 shares
    Change vs previous 13F +38,901 shares

    6.65% of the 13F portfolio, value $15,164,789.

    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 540,129 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $15,204,639.

    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).