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Disclosery

Avant Financial Advisors LLC: DFUS position timeline

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

Avant Financial Advisors LLC held 73,187 DFUS 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 73,187 shares
    Change vs previous 13F +3,202 shares

    3.74% of the 13F portfolio, value $5,996,915.

    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 69,985 shares
    Change vs previous 13F +558 shares

    3.49% of the 13F portfolio, value $4,962,612.

    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 69,427 shares
    Change vs previous 13F -1,279 shares

    3.7% of the 13F portfolio, value $5,149,375.

    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 70,706 shares
    Change vs previous 13F -127 shares

    3.86% of the 13F portfolio, value $5,121,959.

    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 70,833 shares
    Change vs previous 13F +2,288 shares

    3.91% of the 13F portfolio, value $4,747,241.

    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 68,545 shares
    Change vs previous 13F +709 shares

    3.76% of the 13F portfolio, value $4,145,602.

    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 67,836 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $4,324,545.

    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).