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Disclosery

Grunden Financial Advisory, Inc.: DFAX position timeline

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

Grunden Financial Advisory, Inc. held 531,680 DFAX 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 531,680 shares
    Change vs previous 13F +5,037 shares

    6.8% of the 13F portfolio, value $17,401,888.

    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 526,643 shares
    Change vs previous 13F +7,261 shares

    6.72% of the 13F portfolio, value $16,526,077.

    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 519,382 shares
    Change vs previous 13F -10,625 shares

    6.73% of the 13F portfolio, value $15,254,252.

    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 530,007 shares
    Change vs previous 13F -24,748 shares

    6.75% of the 13F portfolio, value $13,886,194.

    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 554,755 shares
    Change vs previous 13F -732 shares

    6.66% of the 13F portfolio, value $13,791,221.

    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 555,487 shares
    Change vs previous 13F +11,007 shares

    7.37% of the 13F portfolio, value $15,003,688.

    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 544,480 shares
    Change vs previous 13F -4,210 shares

    7.23% of the 13F portfolio, value $13,840,683.

    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 548,690 shares
    Change vs previous 13F not available

    7.42% of the 13F portfolio, value $13,958,664.

    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).