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Disclosery

Truepoint, Inc.: DFIC position timeline

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

Truepoint, Inc. held 1,639,559 DFIC 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 1,639,559 shares
    Change vs previous 13F -319,604 shares

    1.28% of the 13F portfolio, value $61,089,975.

    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 1,959,163 shares
    Change vs previous 13F -98,990 shares

    1.55% of the 13F portfolio, value $69,609,066.

    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 2,058,153 shares
    Change vs previous 13F -56,452 shares

    1.6% of the 13F portfolio, value $70,923,955.

    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 2,114,605 shares
    Change vs previous 13F -14,730 shares

    1.61% of the 13F portfolio, value $69,337,911.

    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 2,129,335 shares
    Change vs previous 13F +126,745 shares

    1.65% of the 13F portfolio, value $66,201,028.

    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 2,002,590 shares
    Change vs previous 13F -20,078 shares

    1.51% of the 13F portfolio, value $55,611,907.

    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 2,022,668 shares
    Change vs previous 13F +48,805 shares

    1.4% of the 13F portfolio, value $52,277,265.

    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 1,973,863 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $55,544,510.

    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).