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SIMA Wealth Partners, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIMA Wealth Partners, LLC on DFAI, newest first. How the timeline and the estimate are built.

SIMA Wealth Partners, LLC held 264,669 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,669 shares
    Change vs previous 13F -50 shares

    7.74% of the 13F portfolio, value $10,917,606.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 264,719 shares
    Change vs previous 13F +4,047 shares

    7.86% of the 13F portfolio, value $10,313,461.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 260,672 shares
    Change vs previous 13F +9,690 shares

    7.55% of the 13F portfolio, value $9,934,194.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 250,982 shares
    Change vs previous 13F +8,451 shares

    6.98% of the 13F portfolio, value $9,123,213.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 242,531 shares
    Change vs previous 13F -20,339 shares

    6.77% of the 13F portfolio, value $8,384,295.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 262,870 shares
    Change vs previous 13F -899 shares

    6.82% of the 13F portfolio, value $8,209,428.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 263,769 shares
    Change vs previous 13F -19,184 shares

    6.55% of the 13F portfolio, value $7,702,053.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 282,953 shares
    Change vs previous 13F not available

    7.81% of the 13F portfolio, value $8,992,248.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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