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ALLIUM FINANCIAL ADVISORS, LLC: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALLIUM FINANCIAL ADVISORS, LLC on DFUS, newest first. How the timeline and the estimate are built.

ALLIUM FINANCIAL ADVISORS, LLC held 31,246 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,246 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $2,560,324.

    13F-HR 0001420506-26-001599 filed by ALLIUM 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 31,246 shares
    Change vs previous 13F 0 shares

    1.78% of the 13F portfolio, value $2,215,677.

    13F-HR 0001420506-26-000827 filed by ALLIUM 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 31,246 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $2,317,540.

    13F-HR 0001420506-26-000206 filed by ALLIUM 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 31,246 shares
    Change vs previous 13F 0 shares

    1.87% of the 13F portfolio, value $2,263,484.

    13F-HR 0001420506-25-003368 filed by ALLIUM 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/A 31,246 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $2,094,129.

    13F-HR/A 0001420506-26-000208 filed by ALLIUM 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 31,246 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,889,778.

    13F-HR 0002067277-25-000001 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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