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Alpha Financial Advisors, LLC: DFAU position timeline

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

Alpha Financial Advisors, LLC held 990,171 DFAU 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 990,171 shares
    Change vs previous 13F +38,090 shares

    14.28% of the 13F portfolio, value $51,181,943.

    13F-HR 0001972138-26-000003 filed by Alpha 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 952,081 shares
    Change vs previous 13F +47,813 shares

    13.16% of the 13F portfolio, value $42,957,917.

    13F-HR 0001972138-26-000002 filed by Alpha 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 904,268 shares
    Change vs previous 13F +100,326 shares

    12.94% of the 13F portfolio, value $42,319,754.

    13F-HR 0001972138-26-000001 filed by Alpha 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 803,942 shares
    Change vs previous 13F +48,024 shares

    12.95% of the 13F portfolio, value $36,788,364.

    13F-HR 0001972138-25-000008 filed by Alpha 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 755,918 shares
    Change vs previous 13F -28,778 shares

    12.37% of the 13F portfolio, value $32,020,691.

    13F-HR 0001972138-25-000004 filed by Alpha 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 784,696 shares
    Change vs previous 13F +188,892 shares

    13.41% of the 13F portfolio, value $30,163,713.

    13F-HR 0001972138-25-000003 filed by Alpha 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 595,804 shares
    Change vs previous 13F +11,022 shares

    10.92% of the 13F portfolio, value $24,124,114.

    13F-HR 0001972138-25-000001 filed by Alpha 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 584,782 shares
    Change vs previous 13F not available

    10.27% of the 13F portfolio, value $23,210,016.

    13F-HR 0001972138-24-000010 filed by Alpha Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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