Skip to content
Disclosery

Francis Financial, Inc.: DFSI position timeline

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

Francis Financial, Inc. held 767,312 DFSI 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 767,312 shares
    Change vs previous 13F +8,206 shares

    5.68% of the 13F portfolio, value $34,605,763.

    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 759,106 shares
    Change vs previous 13F +17,225 shares

    5.98% of the 13F portfolio, value $32,186,110.

    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 741,881 shares
    Change vs previous 13F +36,945 shares

    6.22% of the 13F portfolio, value $31,785,895.

    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 704,936 shares
    Change vs previous 13F +10,683 shares

    5.15% of the 13F portfolio, value $28,867,218.

    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 694,253 shares
    Change vs previous 13F +20,418 shares

    6.32% of the 13F portfolio, value $27,360,500.

    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 673,835 shares
    Change vs previous 13F +32,949 shares

    5.72% of the 13F portfolio, value $23,510,106.

    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 640,886 shares
    Change vs previous 13F +57,562 shares

    5.35% of the 13F portfolio, value $21,053,098.

    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 583,324 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $20,845,192.

    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).