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American Capital Advisory, LLC: DFUS position timeline

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

American Capital Advisory, LLC held 297,466 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 297,466 shares
    Change vs previous 13F +30,143 shares

    8.9% of the 13F portfolio, value $24,374,353.

    13F-HR 0002018007-26-000003 filed by American Capital Advisory, 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 267,323 shares
    Change vs previous 13F +32,061 shares

    7.68% of the 13F portfolio, value $18,955,851.

    13F-HR 0002018007-26-000002 filed by American Capital Advisory, 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 235,262 shares
    Change vs previous 13F +18,388 shares

    7.58% of the 13F portfolio, value $17,449,420.

    13F-HR 0002018007-26-000001 filed by American Capital Advisory, 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 216,874 shares
    Change vs previous 13F +6,146 shares

    7.29% of the 13F portfolio, value $15,710,343.

    13F-HR 0002018007-25-000005 filed by American Capital Advisory, 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 210,728 shares
    Change vs previous 13F -5,052 shares

    7.07% of the 13F portfolio, value $14,122,983.

    13F-HR 0002018007-25-000004 filed by American Capital Advisory, 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 215,780 shares
    Change vs previous 13F +40,277 shares

    7.04% of the 13F portfolio, value $13,050,359.

    13F-HR 0002018007-25-000003 filed by American Capital Advisory, 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 175,503 shares
    Change vs previous 13F +13,796 shares

    6.2% of the 13F portfolio, value $11,188,292.

    13F-HR 0002018007-25-000001 filed by American Capital Advisory, 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 161,707 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $10,058,184.

    13F-HR 0002018007-24-000005 filed by American Capital Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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