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Disclosery

Sensible Money, LLC: DFIC position timeline

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

Sensible Money, LLC held 760,816 DFIC 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 760,816 shares
    Change vs previous 13F +36,737 shares

    7.52% of the 13F portfolio, value $28,348,005.

    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 724,079 shares
    Change vs previous 13F +73,158 shares

    7.83% of the 13F portfolio, value $25,726,526.

    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 650,921 shares
    Change vs previous 13F +88,268 shares

    7.16% of the 13F portfolio, value $22,430,725.

    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 562,653 shares
    Change vs previous 13F +71,892 shares

    6.27% of the 13F portfolio, value $18,449,384.

    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 490,761 shares
    Change vs previous 13F +60,105 shares

    5.78% of the 13F portfolio, value $15,257,747.

    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 430,656 shares
    Change vs previous 13F +97,999 shares

    5.12% of the 13F portfolio, value $11,959,317.

    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 332,657 shares
    Change vs previous 13F +52,565 shares

    3.77% of the 13F portfolio, value $8,597,521.

    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 280,092 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $7,881,780.

    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).