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Disclosery

Avant Financial Advisors LLC: DFIC position timeline

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

Avant Financial Advisors LLC held 112,315 DFIC 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 112,315 shares
    Change vs previous 13F +4,391 shares

    2.61% of the 13F portfolio, value $4,184,841.

    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 107,924 shares
    Change vs previous 13F +326 shares

    2.7% of the 13F portfolio, value $3,834,525.

    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 107,598 shares
    Change vs previous 13F -512 shares

    2.66% of the 13F portfolio, value $3,707,812.

    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 108,110 shares
    Change vs previous 13F +502 shares

    2.67% of the 13F portfolio, value $3,544,913.

    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 107,608 shares
    Change vs previous 13F -762 shares

    2.76% of the 13F portfolio, value $3,345,520.

    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 108,370 shares
    Change vs previous 13F -801 shares

    2.73% of the 13F portfolio, value $3,009,423.

    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 109,171 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $2,821,514.

    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).