Skip to content
Disclosery

Truepoint, Inc.: DFAT position timeline

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

Truepoint, Inc. held 1,464,173 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,464,173 shares
    Change vs previous 13F -16,997 shares

    2.14% of the 13F portfolio, value $102,345,697.

    13F-HR 0001765380-26-000257 filed by Truepoint, 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 1,481,170 shares
    Change vs previous 13F -23,499 shares

    2.06% of the 13F portfolio, value $92,499,080.

    13F-HR 0001765380-26-000192 filed by Truepoint, 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 1,504,669 shares
    Change vs previous 13F -19,354 shares

    2.02% of the 13F portfolio, value $89,588,004.

    13F-HR 0001765380-26-000107 filed by Truepoint, 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 1,524,023 shares
    Change vs previous 13F -11,227 shares

    2.06% of the 13F portfolio, value $88,713,402.

    13F-HR 0001765380-25-000491 filed by Truepoint, 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 1,535,250 shares
    Change vs previous 13F +73,811 shares

    2.06% of the 13F portfolio, value $82,842,066.

    13F-HR 0001765380-25-000316 filed by Truepoint, 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 1,461,439 shares
    Change vs previous 13F -8,878 shares

    2.04% of the 13F portfolio, value $75,249,513.

    13F-HR 0001765380-25-000212 filed by Truepoint, 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 1,470,317 shares
    Change vs previous 13F -15,299 shares

    2.19% of the 13F portfolio, value $81,837,827.

    13F-HR 0001765380-25-000073 filed by Truepoint, 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 1,485,616 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $82,644,842.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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