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Squire Investment Management Company, LLC: DFAS position timeline

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

Squire Investment Management Company, LLC held 15,748 DFAS 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 15,748 shares
    Change vs previous 13F -200 shares

    0.31% of the 13F portfolio, value $1,296,725.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, 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 15,948 shares
    Change vs previous 13F -6,958 shares

    0.32% of the 13F portfolio, value $1,134,410.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, 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 22,906 shares
    Change vs previous 13F -345 shares

    0.48% of the 13F portfolio, value $1,595,888.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, 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 23,251 shares
    Change vs previous 13F +457 shares

    0.52% of the 13F portfolio, value $1,591,789.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, 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 22,794 shares
    Change vs previous 13F -805 shares

    0.54% of the 13F portfolio, value $1,452,228.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, 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 23,599 shares
    Change vs previous 13F +2,985 shares

    0.59% of the 13F portfolio, value $1,410,060.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, 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 20,614 shares
    Change vs previous 13F +714 shares

    0.59% of the 13F portfolio, value $1,341,580.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, 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 19,900 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,290,734.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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