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Squire Investment Management Company, LLC: DFAX position timeline

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

Squire Investment Management Company, LLC held 77,218 DFAX 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 77,218 shares
    Change vs previous 13F -396 shares

    0.68% of the 13F portfolio, value $2,844,719.

    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 77,614 shares
    Change vs previous 13F +13 shares

    0.73% of the 13F portfolio, value $2,636,564.

    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 77,601 shares
    Change vs previous 13F -6,026 shares

    0.77% of the 13F portfolio, value $2,539,896.

    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 83,627 shares
    Change vs previous 13F -839 shares

    0.85% of the 13F portfolio, value $2,624,205.

    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 84,466 shares
    Change vs previous 13F +77 shares

    0.91% of the 13F portfolio, value $2,480,779.

    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 84,389 shares
    Change vs previous 13F +421 shares

    0.92% of the 13F portfolio, value $2,210,993.

    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 83,968 shares
    Change vs previous 13F -81 shares

    0.92% of the 13F portfolio, value $2,087,449.

    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 84,049 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,270,176.

    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).