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ECLECTIC ASSOCIATES INC /ADV: DFIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ECLECTIC ASSOCIATES INC /ADV on DFIS, newest first. How the timeline and the estimate are built.

ECLECTIC ASSOCIATES INC /ADV held 625,531 DFIS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 625,531 shares
    Change vs previous 13F +22,457 shares

    2.53% of the 13F portfolio, value $22,663,032.

    13F-HR 0001085146-26-000820 filed by ECLECTIC ASSOCIATES INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 603,074 shares
    Change vs previous 13F +32,168 shares

    2.41% of the 13F portfolio, value $21,125,685.

    13F-HR 0000743482-26-000007 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 570,906 shares
    Change vs previous 13F +67,550 shares

    2.55% of the 13F portfolio, value $19,221,642.

    13F-HR 0000743482-26-000004 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 503,356 shares
    Change vs previous 13F +58,640 shares

    2.59% of the 13F portfolio, value $16,580,553.

    13F-HR 0000743482-26-000003 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 444,716 shares
    Change vs previous 13F +73,588 shares

    2.58% of the 13F portfolio, value $14,066,356.

    13F-HR 0001085146-25-005874 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 371,128 shares
    Change vs previous 13F +53,187 shares

    2.41% of the 13F portfolio, value $11,074,394.

    13F-HR 0001085146-25-003953 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 317,941 shares
    Change vs previous 13F +112,138 shares

    2.2% of the 13F portfolio, value $8,215,804.

    13F-HR 0001085146-25-002034 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 205,803 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,053,491.

    13F-HR 0001085146-25-000356 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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