Skip to content
Disclosery

Francis Financial, Inc.: DFLV position timeline

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

Francis Financial, Inc. held 93,491 DFLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,491 shares
    Change vs previous 13F -24,466 shares

    0.61% of the 13F portfolio, value $3,696,619.

    13F-HR 0001727514-26-000003 filed by Francis 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 117,957 shares
    Change vs previous 13F -244,547 shares

    0.78% of the 13F portfolio, value $4,212,230.

    13F-HR 0001727514-26-000002 filed by Francis 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 362,504 shares
    Change vs previous 13F -19,551 shares

    2.43% of the 13F portfolio, value $12,401,248.

    13F-HR 0001727514-26-000001 filed by Francis 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 382,055 shares
    Change vs previous 13F +30,176 shares

    2.24% of the 13F portfolio, value $12,569,597.

    13F-HR 0001727514-25-000003 filed by Francis 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 351,879 shares
    Change vs previous 13F -62,772 shares

    2.52% of the 13F portfolio, value $10,915,274.

    13F-HR 0001085146-25-004708 filed by Francis 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 414,651 shares
    Change vs previous 13F +41,208 shares

    3.08% of the 13F portfolio, value $12,675,895.

    13F-HR 0001085146-25-002986 filed by Francis 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 373,443 shares
    Change vs previous 13F +58,777 shares

    2.85% of the 13F portfolio, value $11,214,507.

    13F-HR 0001085146-25-001582 filed by Francis 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 314,666 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $9,694,874.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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