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Disclosery

Grunden Financial Advisory, Inc.: DFIC position timeline

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

Grunden Financial Advisory, Inc. held 119,769 DFIC 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 119,769 shares
    Change vs previous 13F +7,048 shares

    1.61% of the 13F portfolio, value $4,127,239.

    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 112,721 shares
    Change vs previous 13F +17,890 shares

    1.5% of the 13F portfolio, value $3,696,123.

    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 94,831 shares
    Change vs previous 13F -2,666 shares

    1.3% of the 13F portfolio, value $2,948,310.

    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 97,497 shares
    Change vs previous 13F +4,222 shares

    1.32% of the 13F portfolio, value $2,707,503.

    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 93,275 shares
    Change vs previous 13F +29,412 shares

    1.16% of the 13F portfolio, value $2,410,681.

    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 63,863 shares
    Change vs previous 13F +1,861 shares

    0.88% of the 13F portfolio, value $1,797,096.

    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 62,002 shares
    Change vs previous 13F +10,406 shares

    0.85% of the 13F portfolio, value $1,630,024.

    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 51,596 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,380,188.

    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).