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Certified Advisory Corp: DFUS position timeline

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

Certified Advisory Corp held 209,395 DFUS 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 209,395 shares
    Change vs previous 13F +12,756 shares

    1.38% of the 13F portfolio, value $17,157,811.

    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 196,639 shares
    Change vs previous 13F +10,723 shares

    1.25% of the 13F portfolio, value $13,943,653.

    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 185,916 shares
    Change vs previous 13F +18,865 shares

    1.26% of the 13F portfolio, value $13,789,395.

    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 167,051 shares
    Change vs previous 13F +60,065 shares

    1.15% of the 13F portfolio, value $12,101,142.

    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 106,986 shares
    Change vs previous 13F +6,347 shares

    0.75% of the 13F portfolio, value $7,170,190.

    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 100,639 shares
    Change vs previous 13F +899 shares

    0.69% of the 13F portfolio, value $6,086,645.

    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 99,740 shares
    Change vs previous 13F -1,508 shares

    0.69% of the 13F portfolio, value $6,358,430.

    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 101,248 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,297,624.

    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).