Skip to content
Disclosery

Approach Retirement Advisors, LLC: DFAC position timeline

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

Approach Retirement Advisors, LLC held 526,067 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 526,067 shares
    Change vs previous 13F +10,639 shares

    16.95% of the 13F portfolio, value $23,336,344.

    13F-HR 0002106948-26-000003 filed by Approach Retirement 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 515,428 shares
    Change vs previous 13F +8,622 shares

    16.66% of the 13F portfolio, value $20,029,531.

    13F-HR 0002106948-26-000002 filed by Approach Retirement 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 506,806 shares
    Change vs previous 13F not available

    17.29% of the 13F portfolio, value $20,064,432.

    13F-HR 0002106948-26-000001 filed by Approach Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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