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Squire Investment Management Company, LLC: DFEM position timeline

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

Squire Investment Management Company, LLC held 488,613 DFEM 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 488,613 shares
    Change vs previous 13F +7,975 shares

    4.78% of the 13F portfolio, value $19,857,250.

    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 480,638 shares
    Change vs previous 13F +35,744 shares

    4.62% of the 13F portfolio, value $16,606,036.

    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 444,894 shares
    Change vs previous 13F +3,741 shares

    4.45% of the 13F portfolio, value $14,717,106.

    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 441,153 shares
    Change vs previous 13F +22,546 shares

    4.61% of the 13F portfolio, value $14,147,762.

    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 418,607 shares
    Change vs previous 13F +30,222 shares

    4.58% of the 13F portfolio, value $12,424,266.

    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 388,385 shares
    Change vs previous 13F +43,886 shares

    4.28% of the 13F portfolio, value $10,276,657.

    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 344,499 shares
    Change vs previous 13F +63,830 shares

    3.97% of the 13F portfolio, value $9,022,437.

    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 280,669 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $7,900,845.

    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).