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Disclosery

Grunden Financial Advisory, Inc.: DFSD position timeline

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

Grunden Financial Advisory, Inc. held 514,517 DFSD 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 514,517 shares
    Change vs previous 13F +1,741 shares

    9.64% of the 13F portfolio, value $24,671,097.

    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 512,776 shares
    Change vs previous 13F +14,683 shares

    10.05% of the 13F portfolio, value $24,710,701.

    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 498,093 shares
    Change vs previous 13F -635 shares

    10.56% of the 13F portfolio, value $23,913,433.

    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 498,728 shares
    Change vs previous 13F +13,287 shares

    11.51% of the 13F portfolio, value $23,699,531.

    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 485,441 shares
    Change vs previous 13F +28,073 shares

    10.99% of the 13F portfolio, value $22,757,507.

    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 457,368 shares
    Change vs previous 13F +7,983 shares

    10.72% of the 13F portfolio, value $21,834,752.

    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 449,385 shares
    Change vs previous 13F +9,414 shares

    11.03% of the 13F portfolio, value $21,121,117.

    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 439,971 shares
    Change vs previous 13F not available

    11.01% of the 13F portfolio, value $20,696,217.

    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).