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Squire Investment Management Company, LLC: DFSD position timeline

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

Squire Investment Management Company, LLC held 164,537 DFSD 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 164,537 shares
    Change vs previous 13F +9,272 shares

    1.89% of the 13F portfolio, value $7,856,624.

    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 155,265 shares
    Change vs previous 13F +20,133 shares

    2.07% of the 13F portfolio, value $7,434,070.

    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 135,132 shares
    Change vs previous 13F +12,984 shares

    1.96% of the 13F portfolio, value $6,479,561.

    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 122,148 shares
    Change vs previous 13F +16,860 shares

    1.92% of the 13F portfolio, value $5,886,334.

    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 105,288 shares
    Change vs previous 13F -1,797 shares

    1.86% of the 13F portfolio, value $5,054,886.

    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 107,085 shares
    Change vs previous 13F +10,638 shares

    2.12% of the 13F portfolio, value $5,088,687.

    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 96,447 shares
    Change vs previous 13F +21,441 shares

    1.99% of the 13F portfolio, value $4,521,435.

    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 75,006 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,580,786.

    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).