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Approach Retirement Advisors, LLC: DFIC position timeline

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

Approach Retirement Advisors, LLC held 115,422 DFIC 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 115,422 shares
    Change vs previous 13F +4,694 shares

    3.12% of the 13F portfolio, value $4,300,659.

    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 110,728 shares
    Change vs previous 13F -378 shares

    3.27% of the 13F portfolio, value $3,934,170.

    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 111,106 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $3,828,716.

    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).