Francis Financial, Inc.: DFAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Francis Financial, Inc. on DFAS, newest first. How the timeline and the estimate are built.
Francis Financial, Inc. held 4,665 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 4,665 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $384,117.
13F-HR 0001727514-26-000003 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,665 sharesChange vs previous 13F -347 shares
0.06% of the 13F portfolio, value $331,822.
13F-HR 0001727514-26-000002 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,012 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $349,187.
13F-HR 0001727514-26-000001 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,012 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $343,122.
13F-HR 0001727514-25-000003 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,012 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $319,315.
13F-HR 0001085146-25-004708 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,012 sharesChange vs previous 13F -622 shares
0.07% of the 13F portfolio, value $299,467.
13F-HR 0001085146-25-002986 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,634 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $366,653.
13F-HR 0001085146-25-001582 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,634 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $365,414.
13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).