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TILIA FIDUCIARY PARTNERS, INC.: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TILIA FIDUCIARY PARTNERS, INC. on DFAI, newest first. How the timeline and the estimate are built.

TILIA FIDUCIARY PARTNERS, INC. held 11,698 DFAI shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 11,698 shares
    Change vs previous 13F -329 shares

    0.22% of the 13F portfolio, value $484,640.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,027 shares
    Change vs previous 13F -366 shares

    0.24% of the 13F portfolio, value $496,117.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,393 shares
    Change vs previous 13F -543 shares

    0.27% of the 13F portfolio, value $482,812.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,936 shares
    Change vs previous 13F -124 shares

    0.27% of the 13F portfolio, value $492,995.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,060 shares
    Change vs previous 13F +2,229 shares

    0.27% of the 13F portfolio, value $474,723.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,831 shares
    Change vs previous 13F +4,348 shares

    0.23% of the 13F portfolio, value $374,419.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,483 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $202,475.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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