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Disclosery

Advisory Alpha, LLC: DFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on DFSV, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 238,078 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,078 shares
    Change vs previous 13F +14,551 shares

    0.23% of the 13F portfolio, value $9,235,085.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 223,527 shares
    Change vs previous 13F +95,765 shares

    0.21% of the 13F portfolio, value $7,832,426.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 127,762 shares
    Change vs previous 13F +6,791 shares

    0.11% of the 13F portfolio, value $4,202,093.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 120,971 shares
    Change vs previous 13F +9,218 shares

    0.11% of the 13F portfolio, value $3,872,305.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 111,753 shares
    Change vs previous 13F +8,751 shares

    0.1% of the 13F portfolio, value $3,288,897.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 103,002 shares
    Change vs previous 13F +34,147 shares

    0.1% of the 13F portfolio, value $2,899,512.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 68,855 shares
    Change vs previous 13F +3,167 shares

    0.08% of the 13F portfolio, value $2,119,383.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 65,688 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,023,191.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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