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Avant Financial Advisors LLC: DFSV position timeline

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

Avant Financial Advisors LLC held 361,776 DFSV 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 361,776 shares
    Change vs previous 13F +31,199 shares

    8.74% of the 13F portfolio, value $14,033,286.

    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 330,577 shares
    Change vs previous 13F +15,729 shares

    8.14% of the 13F portfolio, value $11,583,403.

    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 314,848 shares
    Change vs previous 13F -12,012 shares

    7.44% of the 13F portfolio, value $10,355,337.

    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 326,860 shares
    Change vs previous 13F +15,464 shares

    7.84% of the 13F portfolio, value $10,407,209.

    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 311,396 shares
    Change vs previous 13F +43,551 shares

    7.55% of the 13F portfolio, value $9,164,372.

    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 267,845 shares
    Change vs previous 13F +9,086 shares

    6.84% of the 13F portfolio, value $7,539,825.

    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 258,759 shares
    Change vs previous 13F not available

    7.32% of the 13F portfolio, value $7,964,613.

    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).