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Disclosery

Grunden Financial Advisory, Inc.: DFAC position timeline

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

Grunden Financial Advisory, Inc. held 1,380,842 DFAC shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,380,842 shares
    Change vs previous 13F -34,596 shares

    21.36% of the 13F portfolio, value $54,667,506.

    13F-HR 0002010014-26-000001 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,415,438 shares
    Change vs previous 13F +45,044 shares

    22.19% of the 13F portfolio, value $54,593,459.

    13F-HR 0002010014-25-000004 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,370,394 shares
    Change vs previous 13F -35,831 shares

    21.69% of the 13F portfolio, value $49,114,895.

    13F-HR 0001085146-25-004271 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,406,225 shares
    Change vs previous 13F -46,175 shares

    22.53% of the 13F portfolio, value $46,391,363.

    13F-HR 0001085146-25-002347 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,452,400 shares
    Change vs previous 13F +21,577 shares

    24.26% of the 13F portfolio, value $50,238,532.

    13F-HR 0001085146-25-000481 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,430,823 shares
    Change vs previous 13F +9,338 shares

    24.09% of the 13F portfolio, value $49,062,905.

    13F-HR 0001085146-24-004718 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 1,421,485 shares
    Change vs previous 13F +16,546 shares

    23.93% of the 13F portfolio, value $45,828,664.

    13F-HR 0001085146-24-003684 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 1,404,939 shares
    Change vs previous 13F not available

    23.87% of the 13F portfolio, value $44,887,799.

    13F-HR 0001085146-24-002112 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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