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Bedel Financial Consulting, Inc.: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bedel Financial Consulting, Inc. on DFAT, newest first. How the timeline and the estimate are built.

Bedel Financial Consulting, Inc. held 90,713 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,713 shares
    Change vs previous 13F +15,552 shares

    0.61% of the 13F portfolio, value $6,340,806.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 75,161 shares
    Change vs previous 13F +8,622 shares

    0.54% of the 13F portfolio, value $4,693,804.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 66,539 shares
    Change vs previous 13F +6,124 shares

    0.43% of the 13F portfolio, value $3,961,708.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    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 60,415 shares
    Change vs previous 13F +10,180 shares

    0.45% of the 13F portfolio, value $3,516,775.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    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 50,235 shares
    Change vs previous 13F +3,516 shares

    0.37% of the 13F portfolio, value $2,710,671.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    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 46,719 shares
    Change vs previous 13F +18,337 shares

    0.33% of the 13F portfolio, value $2,330,816.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    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 28,382 shares
    Change vs previous 13F +472 shares

    0.23% of the 13F portfolio, value $1,635,389.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,910 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,552,621.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).