Skip to content
Disclosery

Fox Financial, Inc: DLN position timeline

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

Fox Financial, Inc held 311,911 DLN shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,911 shares
    Change vs previous 13F -1,518 shares

    20.92% of the 13F portfolio, value $30,043,297.

    13F-HR 0002085853-26-000928 filed by Fox Financial, Inc
    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 313,429 shares
    Change vs previous 13F +2,045 shares

    22.85% of the 13F portfolio, value $27,998,617.

    13F-HR 0002085853-26-000575 filed by Fox Financial, Inc
    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 311,384 shares
    Change vs previous 13F -2,342 shares

    21.87% of the 13F portfolio, value $27,426,662.

    13F-HR 0002085853-26-000221 filed by Fox Financial, Inc
    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 313,726 shares
    Change vs previous 13F -1,254 shares

    21.73% of the 13F portfolio, value $27,303,564.

    13F-HR 0002085853-25-000239 filed by Fox Financial, Inc
    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 314,980 shares
    Change vs previous 13F +1,731 shares

    21.87% of the 13F portfolio, value $25,872,422.

    13F-HR 0001667731-25-001063 filed by Fox Financial, Inc
    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 313,249 shares
    Change vs previous 13F +2,568 shares

    23.4% of the 13F portfolio, value $24,862,567.

    13F-HR 0001667731-25-000459 filed by Fox Financial, Inc
    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 310,681 shares
    Change vs previous 13F +55,455 shares

    21.83% of the 13F portfolio, value $24,167,880.

    13F-HR 0001667731-25-000111 filed by Fox Financial, Inc
    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 255,226 shares
    Change vs previous 13F not available

    17.48% of the 13F portfolio, value $20,050,591.

    13F-HR 0002004131-24-000004 filed by Fox Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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