Edmonds Duncan Registered Investment Advisors, LLC: DFIS position timeline

Edmonds Duncan Registered Investment Advisors, LLC held 518,622 DFIS shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 518,622 shares

   Change vs previous 13F +33,323 shares

   3.05% of the 13F portfolio, value $13,914,618.

   13F-HR 0001668155-24-000004 filed by Edmonds Duncan Registered Investment Advisors, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 485,299 shares

   Change vs previous 13F +18,504 shares

   2.91% of the 13F portfolio, value $11,952,916.

   13F-HR 0001668155-24-000003 filed by Edmonds Duncan Registered Investment Advisors, LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 466,795 shares

   Change vs previous 13F +6,692 shares

   2.93% of the 13F portfolio, value $11,697,886.

   13F-HR 0001668155-24-000002 filed by Edmonds Duncan Registered Investment Advisors, LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 460,103 shares

   Change vs previous 13F +8,943 shares

   2.89% of the 13F portfolio, value $11,120,691.

   13F-HR 0001668155-24-000001 filed by Edmonds Duncan Registered Investment Advisors, LLC
   Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 451,160 shares

   Change vs previous 13F +42,369 shares

   2.78% of the 13F portfolio, value $9,898,450.

   13F-HR 0001668155-23-000004 filed by Edmonds Duncan Registered Investment Advisors, LLC
   Filed 2023-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 408,791 shares

   Change vs previous 13F not available

   2.8% of the 13F portfolio, value $9,328,612.

   13F-HR 0001668155-23-000003 filed by Edmonds Duncan Registered Investment Advisors, LLC
   Filed 2023-07-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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