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Financial Architects, LLC: DFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Architects, LLC on DFSV, newest first. How the timeline and the estimate are built.

Financial Architects, LLC held 320,155 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,155 shares
    Change vs previous 13F +2,805 shares

    5.96% of the 13F portfolio, value $12,418,812.

    13F-HR 0002008540-26-000004 filed by Financial Architects, LLC
    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 317,350 shares
    Change vs previous 13F -3,640 shares

    5.87% of the 13F portfolio, value $11,119,944.

    13F-HR 0002008540-26-000002 filed by Financial Architects, LLC
    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 320,990 shares
    Change vs previous 13F +16,625 shares

    5.68% of the 13F portfolio, value $10,557,361.

    13F-HR 0002008540-26-000001 filed by Financial Architects, LLC
    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 304,365 shares
    Change vs previous 13F +6,445 shares

    5.51% of the 13F portfolio, value $9,690,982.

    13F-HR 0002008540-25-000006 filed by Financial Architects, LLC
    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 297,920 shares
    Change vs previous 13F -10,775 shares

    5.33% of the 13F portfolio, value $8,767,786.

    13F-HR 0002008540-25-000005 filed by Financial Architects, LLC
    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 308,695 shares
    Change vs previous 13F +40,370 shares

    5.55% of the 13F portfolio, value $8,689,764.

    13F-HR 0002008540-25-000003 filed by Financial Architects, LLC
    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 268,325 shares
    Change vs previous 13F -11,870 shares

    5.29% of the 13F portfolio, value $8,259,044.

    13F-HR 0002008540-25-000001 filed by Financial Architects, LLC
    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 280,195 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $8,630,006.

    13F-HR 0002008540-24-000006 filed by Financial Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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