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Disclosery

Truepoint, Inc.: DFNM position timeline

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

Truepoint, Inc. held 3,211,719 DFNM 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 3,211,719 shares
    Change vs previous 13F +116,005 shares

    3.24% of the 13F portfolio, value $155,238,445.

    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 3,095,714 shares
    Change vs previous 13F +121,634 shares

    3.31% of the 13F portfolio, value $148,377,572.

    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 2,974,080 shares
    Change vs previous 13F +114,271 shares

    3.22% of the 13F portfolio, value $143,261,434.

    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 2,859,809 shares
    Change vs previous 13F +221,963 shares

    3.19% of the 13F portfolio, value $137,213,636.

    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 2,637,846 shares
    Change vs previous 13F -97,421 shares

    3.11% of the 13F portfolio, value $125,113,036.

    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 2,735,267 shares
    Change vs previous 13F +35,169 shares

    3.53% of the 13F portfolio, value $130,116,651.

    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 2,700,098 shares
    Change vs previous 13F +88,948 shares

    3.45% of the 13F portfolio, value $128,983,681.

    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 2,611,150 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $126,745,221.

    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).