Skip to content
Disclosery

Certified Advisory Corp: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on DFAT, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 76,187 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,187 shares
    Change vs previous 13F +12,402 shares

    0.43% of the 13F portfolio, value $5,325,505.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 63,785 shares
    Change vs previous 13F +6,765 shares

    0.36% of the 13F portfolio, value $3,983,360.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 57,020 shares
    Change vs previous 13F +12,113 shares

    0.31% of the 13F portfolio, value $3,394,944.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 44,907 shares
    Change vs previous 13F +1,378 shares

    0.25% of the 13F portfolio, value $2,614,039.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 43,529 shares
    Change vs previous 13F -2,206 shares

    0.24% of the 13F portfolio, value $2,348,833.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 45,735 shares
    Change vs previous 13F +1,151 shares

    0.27% of the 13F portfolio, value $2,354,901.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 44,584 shares
    Change vs previous 13F +2,350 shares

    0.27% of the 13F portfolio, value $2,481,521.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 42,234 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,349,457.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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