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HEFFERNAN ADVISORY, INC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEFFERNAN ADVISORY, INC on DFAC, newest first. How the timeline and the estimate are built.

HEFFERNAN ADVISORY, INC held 282,755 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,755 shares
    Change vs previous 13F +7,370 shares

    10.5% of the 13F portfolio, value $12,543,012.

    13F-HR 0001536230-26-000005 filed by HEFFERNAN 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 ended2026-03-31
    13F 275,385 shares
    Change vs previous 13F +20,285 shares

    9.93% of the 13F portfolio, value $10,701,461.

    13F-HR 0001536230-26-000004 filed by HEFFERNAN 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 ended2025-12-31
    13F 255,100 shares
    Change vs previous 13F not available

    9.67% of the 13F portfolio, value $10,099,409.

    13F-HR 0001536230-26-000003 filed by HEFFERNAN ADVISORY, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).