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Squire Investment Management Company, LLC: DFUS position timeline

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

Squire Investment Management Company, LLC held 56,304 DFUS 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 56,304 shares
    Change vs previous 13F +1,256 shares

    1.11% of the 13F portfolio, value $4,613,585.

    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 55,048 shares
    Change vs previous 13F +690 shares

    1.08% of the 13F portfolio, value $3,903,454.

    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 54,358 shares
    Change vs previous 13F +2,494 shares

    1.22% of the 13F portfolio, value $4,031,733.

    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 51,864 shares
    Change vs previous 13F +4,606 shares

    1.22% of the 13F portfolio, value $3,757,028.

    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 47,258 shares
    Change vs previous 13F +2,494 shares

    1.17% of the 13F portfolio, value $3,167,231.

    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 44,764 shares
    Change vs previous 13F +2,640 shares

    1.13% of the 13F portfolio, value $2,707,357.

    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 42,124 shares
    Change vs previous 13F +5,876 shares

    1.18% of the 13F portfolio, value $2,685,436.

    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 36,248 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,254,644.

    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).