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Squire Investment Management Company, LLC: DFIC position timeline

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

Squire Investment Management Company, LLC held 106,859 DFIC 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 106,859 shares
    Change vs previous 13F +6,659 shares

    0.96% of the 13F portfolio, value $3,981,573.

    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 100,200 shares
    Change vs previous 13F +14,916 shares

    0.99% of the 13F portfolio, value $3,560,103.

    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 85,284 shares
    Change vs previous 13F +39 shares

    0.89% of the 13F portfolio, value $2,938,882.

    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 85,245 shares
    Change vs previous 13F +11,594 shares

    0.91% of the 13F portfolio, value $2,795,179.

    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 73,651 shares
    Change vs previous 13F +6,863 shares

    0.84% of the 13F portfolio, value $2,289,805.

    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 66,788 shares
    Change vs previous 13F +5,539 shares

    0.77% of the 13F portfolio, value $1,854,699.

    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 61,249 shares
    Change vs previous 13F +22,112 shares

    0.7% of the 13F portfolio, value $1,582,982.

    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 39,137 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,101,324.

    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).