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Alpha Financial Advisors, LLC: DFUS position timeline

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

Alpha Financial Advisors, LLC held 162,455 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 162,455 shares
    Change vs previous 13F -286 shares

    3.71% of the 13F portfolio, value $13,311,557.

    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 162,741 shares
    Change vs previous 13F -7,512 shares

    3.54% of the 13F portfolio, value $11,539,959.

    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 170,253 shares
    Change vs previous 13F -7,917 shares

    3.86% of the 13F portfolio, value $12,627,648.

    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 178,170 shares
    Change vs previous 13F -1,532 shares

    4.54% of the 13F portfolio, value $12,906,618.

    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 179,702 shares
    Change vs previous 13F -2,773 shares

    4.65% of the 13F portfolio, value $12,043,612.

    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 182,475 shares
    Change vs previous 13F +247 shares

    4.91% of the 13F portfolio, value $11,036,074.

    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 182,228 shares
    Change vs previous 13F -141 shares

    5.26% of the 13F portfolio, value $11,617,053.

    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 182,369 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $11,343,367.

    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).