Skip to content
Disclosery

AA Financial Advisors, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on DFAE, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 150,307 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,307 shares
    Change vs previous 13F -6,397 shares

    0.73% of the 13F portfolio, value $6,043,844.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
    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 156,704 shares
    Change vs previous 13F -134,096 shares

    0.75% of the 13F portfolio, value $5,305,991.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
    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 290,800 shares
    Change vs previous 13F -51,579 shares

    1.75% of the 13F portfolio, value $9,471,349.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
    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 342,379 shares
    Change vs previous 13F +6,607 shares

    2.12% of the 13F portfolio, value $10,795,205.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
    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 335,772 shares
    Change vs previous 13F +23,746 shares

    2.09% of the 13F portfolio, value $9,720,609.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
    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 312,026 shares
    Change vs previous 13F +39,287 shares

    1.97% of the 13F portfolio, value $8,078,365.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
    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 272,739 shares
    Change vs previous 13F +36,491 shares

    1.85% of the 13F portfolio, value $6,919,382.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
    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 236,248 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $6,475,568.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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