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Shearwater Capital LLC: DFGR position timeline

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

Shearwater Capital LLC held 27,845 DFGR 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 27,845 shares
    Change vs previous 13F +3,030 shares

    0.39% of the 13F portfolio, value $806,662.

    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 24,815 shares
    Change vs previous 13F +1,277 shares

    0.35% of the 13F portfolio, value $659,591.

    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 23,538 shares
    Change vs previous 13F +1,983 shares

    0.36% of the 13F portfolio, value $621,880.

    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 21,555 shares
    Change vs previous 13F +1,647 shares

    0.35% of the 13F portfolio, value $588,669.

    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 19,908 shares
    Change vs previous 13F +5,413 shares

    0.34% of the 13F portfolio, value $534,142.

    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 14,495 shares
    Change vs previous 13F +529 shares

    0.27% of the 13F portfolio, value $380,630.

    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 13,966 shares
    Change vs previous 13F +1,405 shares

    0.24% of the 13F portfolio, value $356,683.

    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 12,561 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $362,518.

    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).