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Archvest Wealth Advisors, Inc.: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archvest Wealth Advisors, Inc. on DFAI, newest first. How the timeline and the estimate are built.

Archvest Wealth Advisors, Inc. held 362,454 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 362,454 shares
    Change vs previous 13F -27,388 shares

    8.65% of the 13F portfolio, value $14,951,227.

    13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, Inc.
    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 389,842 shares
    Change vs previous 13F +11,714 shares

    9.8% of the 13F portfolio, value $15,188,227.

    13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, Inc.
    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/A 378,128 shares
    Change vs previous 13F +828 shares

    9.2% of the 13F portfolio, value $14,410,468.

    13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, Inc.
    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 377,300 shares
    Change vs previous 13F +12,602 shares

    12.23% of the 13F portfolio, value $13,714,838.

    13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
    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 364,698 shares
    Change vs previous 13F +18,576 shares

    10.99% of the 13F portfolio, value $12,607,595.

    13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
    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 346,122 shares
    Change vs previous 13F +20,573 shares

    8.94% of the 13F portfolio, value $10,809,397.

    13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
    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 325,549 shares
    Change vs previous 13F +282,602 shares

    6.89% of the 13F portfolio, value $9,506,023.

    13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
    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 42,947 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,364,847.

    13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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