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Spinnaker Investment Group, LLC: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spinnaker Investment Group, LLC on DFAS, newest first. How the timeline and the estimate are built.

Spinnaker Investment Group, LLC held 192,134 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,134 shares
    Change vs previous 13F +21,760 shares

    2.53% of the 13F portfolio, value $15,820,346.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, 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 170,374 shares
    Change vs previous 13F -12,985 shares

    2.47% of the 13F portfolio, value $12,118,677.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, 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 183,359 shares
    Change vs previous 13F -429 shares

    2.32% of the 13F portfolio, value $12,774,650.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment Group, 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 183,788 shares
    Change vs previous 13F +13,777 shares

    2.36% of the 13F portfolio, value $12,582,135.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment Group, 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 170,011 shares
    Change vs previous 13F -13,154 shares

    2.54% of the 13F portfolio, value $10,831,390.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment Group, 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 183,165 shares
    Change vs previous 13F +16,816 shares

    2.47% of the 13F portfolio, value $10,944,082.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment Group, 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 166,349 shares
    Change vs previous 13F +406 shares

    2.61% of the 13F portfolio, value $10,826,017.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, 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 165,943 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $10,763,072.

    13F-HR 0001911067-24-000004 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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