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Squire Investment Management Company, LLC: DFAT position timeline

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

Squire Investment Management Company, LLC held 432,120 DFAT 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 432,120 shares
    Change vs previous 13F -978 shares

    7.27% of the 13F portfolio, value $30,205,157.

    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 433,098 shares
    Change vs previous 13F -192 shares

    7.52% of the 13F portfolio, value $27,046,982.

    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 433,290 shares
    Change vs previous 13F +5,342 shares

    7.81% of the 13F portfolio, value $25,798,091.

    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 427,948 shares
    Change vs previous 13F +4,040 shares

    8.11% of the 13F portfolio, value $24,910,851.

    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 423,908 shares
    Change vs previous 13F -24,896 shares

    8.43% of the 13F portfolio, value $22,874,083.

    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 448,804 shares
    Change vs previous 13F +6,074 shares

    9.63% of the 13F portfolio, value $23,108,939.

    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 442,730 shares
    Change vs previous 13F -1,356 shares

    10.84% of the 13F portfolio, value $24,642,357.

    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 444,086 shares
    Change vs previous 13F not available

    11.75% of the 13F portfolio, value $24,704,500.

    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).