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Disclosery

Shearwater Capital LLC: DFAC position timeline

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

Shearwater Capital LLC held 1,713,356 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,713,356 shares
    Change vs previous 13F +9,437 shares

    36.29% of the 13F portfolio, value $76,004,491.

    13F-HR 0001905665-26-000004 filed by Shearwater Capital 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 1,703,919 shares
    Change vs previous 13F +11,606 shares

    34.72% of the 13F portfolio, value $66,214,296.

    13F-HR 0001905665-26-000003 filed by Shearwater Capital 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 1,692,313 shares
    Change vs previous 13F -1,966 shares

    38.46% of the 13F portfolio, value $66,998,676.

    13F-HR 0001905665-26-000001 filed by Shearwater Capital 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 1,694,279 shares
    Change vs previous 13F -9,982 shares

    38.78% of the 13F portfolio, value $65,348,351.

    13F-HR 0001905665-25-000006 filed by Shearwater Capital 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 1,704,261 shares
    Change vs previous 13F +49,629 shares

    38.41% of the 13F portfolio, value $61,080,722.

    13F-HR 0001905665-25-000005 filed by Shearwater Capital 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/A 1,654,632 shares
    Change vs previous 13F -38,775 shares

    38.35% of the 13F portfolio, value $54,586,310.

    13F-HR/A 0001905665-25-000004 filed by Shearwater Capital 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 1,693,407 shares
    Change vs previous 13F -429 shares

    39.75% of the 13F portfolio, value $58,574,962.

    13F-HR 0001905665-25-000001 filed by Shearwater Capital 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 1,693,836 shares
    Change vs previous 13F not available

    40.06% of the 13F portfolio, value $58,081,621.

    13F-HR 0001905665-24-000006 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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