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Disclosery

Grunden Financial Advisory, Inc.: DFGR position timeline

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

Grunden Financial Advisory, Inc. held 11,535 DFGR 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 11,535 shares
    Change vs previous 13F +339 shares

    0.12% of the 13F portfolio, value $304,766.

    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 11,196 shares
    Change vs previous 13F +765 shares

    0.12% of the 13F portfolio, value $305,753.

    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 10,431 shares
    Change vs previous 13F +1,019 shares

    0.12% of the 13F portfolio, value $279,852.

    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 9,412 shares
    Change vs previous 13F -1,721 shares

    0.12% of the 13F portfolio, value $247,164.

    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 11,133 shares
    Change vs previous 13F +4,112 shares

    0.14% of the 13F portfolio, value $284,328.

    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 7,021 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $202,623.

    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).