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Disclosery

Avant Financial Advisors LLC: DFAT position timeline

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

Avant Financial Advisors LLC held 42,149 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,149 shares
    Change vs previous 13F +1,538 shares

    1.84% of the 13F portfolio, value $2,946,185.

    13F-HR 0001951757-26-000953 filed by Avant 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 40,611 shares
    Change vs previous 13F -246 shares

    1.78% of the 13F portfolio, value $2,536,156.

    13F-HR 0001951757-26-000711 filed by Avant 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 40,857 shares
    Change vs previous 13F -770 shares

    1.75% of the 13F portfolio, value $2,432,647.

    13F-HR 0001951757-26-000158 filed by Avant 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 41,627 shares
    Change vs previous 13F -356 shares

    1.83% of the 13F portfolio, value $2,423,111.

    13F-HR 0001951757-25-001262 filed by Avant 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 41,983 shares
    Change vs previous 13F +921 shares

    1.87% of the 13F portfolio, value $2,265,390.

    13F-HR 0001951757-25-001021 filed by Avant 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 41,062 shares
    Change vs previous 13F -92 shares

    1.92% of the 13F portfolio, value $2,114,298.

    13F-HR 0001951757-25-000542 filed by Avant 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 41,154 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,290,628.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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