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Disclosery

Truepoint, Inc.: DFEM position timeline

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

Truepoint, Inc. held 4,964,110 DFEM 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 4,964,110 shares
    Change vs previous 13F -322,353 shares

    4.21% of the 13F portfolio, value $201,741,428.

    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 5,286,463 shares
    Change vs previous 13F +289,046 shares

    4.07% of the 13F portfolio, value $182,647,294.

    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 4,997,417 shares
    Change vs previous 13F +558,080 shares

    3.72% of the 13F portfolio, value $165,314,560.

    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 4,439,337 shares
    Change vs previous 13F -54,779 shares

    3.31% of the 13F portfolio, value $142,369,543.

    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 4,494,116 shares
    Change vs previous 13F -414,142 shares

    3.32% of the 13F portfolio, value $133,385,370.

    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 4,908,258 shares
    Change vs previous 13F +163,149 shares

    3.52% of the 13F portfolio, value $129,872,524.

    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 4,745,109 shares
    Change vs previous 13F +307,313 shares

    3.33% of the 13F portfolio, value $124,274,394.

    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 4,437,796 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $124,923,960.

    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).