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Disclosery

Truepoint, Inc.: DFAX position timeline

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

Truepoint, Inc. held 366,264 DFAX 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 366,264 shares
    Change vs previous 13F -6,570 shares

    0.28% of the 13F portfolio, value $13,493,182.

    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 372,834 shares
    Change vs previous 13F -7,009 shares

    0.28% of the 13F portfolio, value $12,665,177.

    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 379,843 shares
    Change vs previous 13F +9,533 shares

    0.28% of the 13F portfolio, value $12,432,265.

    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 370,310 shares
    Change vs previous 13F -4,108 shares

    0.27% of the 13F portfolio, value $11,620,315.

    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 374,418 shares
    Change vs previous 13F -12,172 shares

    0.27% of the 13F portfolio, value $10,996,656.

    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 386,590 shares
    Change vs previous 13F -9,622 shares

    0.27% of the 13F portfolio, value $10,128,659.

    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 396,212 shares
    Change vs previous 13F +16,757 shares

    0.26% of the 13F portfolio, value $9,849,828.

    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 379,455 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $10,249,089.

    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).