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Disclosery

Avant Financial Advisors LLC: DFEM position timeline

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

Avant Financial Advisors LLC held 137,051 DFEM 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 137,051 shares
    Change vs previous 13F -422 shares

    3.47% of the 13F portfolio, value $5,569,766.

    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 137,473 shares
    Change vs previous 13F +436 shares

    3.34% of the 13F portfolio, value $4,749,704.

    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 137,037 shares
    Change vs previous 13F +1,690 shares

    3.26% of the 13F portfolio, value $4,533,195.

    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 135,347 shares
    Change vs previous 13F +1,157 shares

    3.27% of the 13F portfolio, value $4,340,589.

    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 134,190 shares
    Change vs previous 13F +773 shares

    3.28% of the 13F portfolio, value $3,982,769.

    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 133,417 shares
    Change vs previous 13F +325 shares

    3.2% of the 13F portfolio, value $3,530,223.

    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 133,092 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $3,485,688.

    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).