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Disclosery

Shearwater Capital LLC: DFNM position timeline

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

Shearwater Capital LLC held 35,899 DFNM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,899 shares
    Change vs previous 13F -3,892 shares

    0.78% of the 13F portfolio, value $1,652,408.

    13F-HR 0001905665-26-000005 filed by Shearwater Capital LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,791 shares
    Change vs previous 13F -4,325 shares

    0.92% of the 13F portfolio, value $1,923,274.

    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).

  3. period ended2026-03-31
    13F 44,116 shares
    Change vs previous 13F -584 shares

    1.11% of the 13F portfolio, value $2,114,456.

    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).

  4. period ended2025-12-31
    13F 44,700 shares
    Change vs previous 13F +2,445 shares

    1.24% of the 13F portfolio, value $2,153,190.

    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).

  5. period ended2025-09-30
    13F 42,255 shares
    Change vs previous 13F +2,204 shares

    1.2% of the 13F portfolio, value $2,027,386.

    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).

  6. period ended2025-06-30
    13F 40,051 shares
    Change vs previous 13F +1,076 shares

    1.19% of the 13F portfolio, value $1,899,610.

    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).

  7. period ended2025-03-31
    13F/A 38,975 shares
    Change vs previous 13F +1,992 shares

    1.3% of the 13F portfolio, value $1,854,038.

    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).

  8. period ended2024-12-31
    13F 36,983 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,766,675.

    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).