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Alpha Financial Advisors, LLC: DFIC position timeline

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

Alpha Financial Advisors, LLC held 1,186,703 DFIC 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 1,186,703 shares
    Change vs previous 13F +26,780 shares

    12.33% of the 13F portfolio, value $44,216,561.

    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 1,159,923 shares
    Change vs previous 13F -20,327 shares

    12.63% of the 13F portfolio, value $41,212,078.

    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 1,180,250 shares
    Change vs previous 13F +112,117 shares

    12.44% of the 13F portfolio, value $40,671,403.

    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 1,068,133 shares
    Change vs previous 13F +58,494 shares

    12.33% of the 13F portfolio, value $35,024,069.

    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 1,009,639 shares
    Change vs previous 13F +63,618 shares

    12.13% of the 13F portfolio, value $31,389,667.

    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 946,021 shares
    Change vs previous 13F -179,267 shares

    11.68% of the 13F portfolio, value $26,271,016.

    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 1,125,288 shares
    Change vs previous 13F +107,494 shares

    13.17% of the 13F portfolio, value $29,083,057.

    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 1,017,794 shares
    Change vs previous 13F not available

    12.67% of the 13F portfolio, value $28,640,713.

    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).