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Avant Financial Advisors LLC: DFGR position timeline

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

Avant Financial Advisors LLC held 86,174 DFGR 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 86,174 shares
    Change vs previous 13F +1,097 shares

    1.55% of the 13F portfolio, value $2,496,461.

    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 85,077 shares
    Change vs previous 13F +1,224 shares

    1.59% of the 13F portfolio, value $2,261,347.

    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 83,853 shares
    Change vs previous 13F +299 shares

    1.59% of the 13F portfolio, value $2,215,397.

    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 83,554 shares
    Change vs previous 13F +5,393 shares

    1.72% of the 13F portfolio, value $2,281,860.

    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 78,161 shares
    Change vs previous 13F +6,205 shares

    1.73% of the 13F portfolio, value $2,097,060.

    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 71,956 shares
    Change vs previous 13F +5,593 shares

    1.71% of the 13F portfolio, value $1,889,565.

    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 66,363 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,694,912.

    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).