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Disclosery

TAGStone Capital, Inc.: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TAGStone Capital, Inc. on DFAT, newest first. How the timeline and the estimate are built.

TAGStone Capital, Inc. held 108,877 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,877 shares
    Change vs previous 13F +4,746 shares

    2.42% of the 13F portfolio, value $7,610,517.

    13F-HR 0001903044-26-000003 filed by TAGStone Capital, Inc.
    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 104,131 shares
    Change vs previous 13F +1,158 shares

    2.3% of the 13F portfolio, value $6,502,984.

    13F-HR 0001903044-26-000002 filed by TAGStone Capital, Inc.
    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 102,973 shares
    Change vs previous 13F +3,692 shares

    2.28% of the 13F portfolio, value $6,131,003.

    13F-HR 0001903044-26-000001 filed by TAGStone Capital, Inc.
    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 99,281 shares
    Change vs previous 13F +1,834 shares

    2.29% of the 13F portfolio, value $5,779,125.

    13F-HR 0001903044-25-000007 filed by TAGStone Capital, Inc.
    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 97,447 shares
    Change vs previous 13F +10,027 shares

    2.19% of the 13F portfolio, value $5,318,645.

    13F-HR 0001903044-25-000006 filed by TAGStone Capital, Inc.
    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 87,420 shares
    Change vs previous 13F -6,392 shares

    2.21% of the 13F portfolio, value $4,501,000.

    13F-HR 0001903044-25-000002 filed by TAGStone Capital, Inc.
    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 93,812 shares
    Change vs previous 13F +2,250 shares

    2.57% of the 13F portfolio, value $5,222,000.

    13F-HR 0001903044-25-000001 filed by TAGStone Capital, Inc.
    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 91,562 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $5,094,000.

    13F-HR 0001903044-24-000004 filed by TAGStone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).