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Forthright Family Wealth Advisory LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forthright Family Wealth Advisory LLC on DFAI, newest first. How the timeline and the estimate are built.

Forthright Family Wealth Advisory LLC held 12,621 DFAI 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 12,621 shares
    Change vs previous 13F -16,749 shares

    0.29% of the 13F portfolio, value $520,616.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 29,370 shares
    Change vs previous 13F +16,780 shares

    0.6% of the 13F portfolio, value $887,561.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 12,590 shares
    Change vs previous 13F +242 shares

    0.3% of the 13F portfolio, value $479,805.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 12,348 shares
    Change vs previous 13F +4 shares

    0.28% of the 13F portfolio, value $448,850.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 12,344 shares
    Change vs previous 13F -37 shares

    0.27% of the 13F portfolio, value $426,732.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 12,381 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $386,659.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 12,381 shares
    Change vs previous 13F +373 shares

    0.23% of the 13F portfolio, value $361,525.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 12,008 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $368,405.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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