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Alpha Financial Advisors, LLC: DFSV position timeline

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

Alpha Financial Advisors, LLC held 516,208 DFSV 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 516,208 shares
    Change vs previous 13F -133 shares

    5.59% of the 13F portfolio, value $20,023,725.

    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 516,341 shares
    Change vs previous 13F -13,571 shares

    5.54% of the 13F portfolio, value $18,092,583.

    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 529,912 shares
    Change vs previous 13F +32,914 shares

    5.33% of the 13F portfolio, value $17,428,812.

    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 496,998 shares
    Change vs previous 13F +23,267 shares

    5.57% of the 13F portfolio, value $15,824,401.

    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 473,731 shares
    Change vs previous 13F -47,338 shares

    5.39% of the 13F portfolio, value $13,941,916.

    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 521,069 shares
    Change vs previous 13F -216,592 shares

    6.52% of the 13F portfolio, value $14,668,099.

    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 737,661 shares
    Change vs previous 13F +2,069 shares

    10.28% of the 13F portfolio, value $22,705,219.

    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 735,592 shares
    Change vs previous 13F not available

    10.02% of the 13F portfolio, value $22,656,239.

    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).