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Disclosery

Grunden Financial Advisory, Inc.: DFEM position timeline

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

Grunden Financial Advisory, Inc. held 41,193 DFEM 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 41,193 shares
    Change vs previous 13F +3,524 shares

    0.53% of the 13F portfolio, value $1,362,655.

    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 37,669 shares
    Change vs previous 13F +1,079 shares

    0.49% of the 13F portfolio, value $1,208,054.

    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 36,590 shares
    Change vs previous 13F +7,009 shares

    0.48% of the 13F portfolio, value $1,085,988.

    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 29,581 shares
    Change vs previous 13F +1,882 shares

    0.38% of the 13F portfolio, value $782,709.

    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 27,699 shares
    Change vs previous 13F +8,350 shares

    0.35% of the 13F portfolio, value $725,432.

    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 19,349 shares
    Change vs previous 13F +504 shares

    0.27% of the 13F portfolio, value $544,684.

    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 18,845 shares
    Change vs previous 13F +2,600 shares

    0.26% of the 13F portfolio, value $503,734.

    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 16,245 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $414,080.

    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).