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Grunden Financial Advisory, Inc.: DFAS position timeline

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

Grunden Financial Advisory, Inc. held 65,786 DFAS 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 65,786 shares
    Change vs previous 13F +13,356 shares

    1.79% of the 13F portfolio, value $4,583,330.

    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 52,430 shares
    Change vs previous 13F -720 shares

    1.46% of the 13F portfolio, value $3,589,367.

    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 53,150 shares
    Change vs previous 13F -3,724 shares

    1.5% of the 13F portfolio, value $3,386,179.

    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 56,874 shares
    Change vs previous 13F +4,869 shares

    1.65% of the 13F portfolio, value $3,398,205.

    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 52,005 shares
    Change vs previous 13F +224 shares

    1.63% of the 13F portfolio, value $3,384,463.

    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 51,781 shares
    Change vs previous 13F -9 shares

    1.65% of the 13F portfolio, value $3,358,511.

    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 51,790 shares
    Change vs previous 13F +30 shares

    1.62% of the 13F portfolio, value $3,111,514.

    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 51,760 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $3,226,717.

    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).