Hershey Financial Advisers, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hershey Financial Advisers, LLC on DSI, newest first. How the timeline and the estimate are built.
Hershey Financial Advisers, LLC held 0 DSI shares at 2026-03-31 per its 13F-HR filed 2026-05-06.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -13,556 shares
13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 13,556 sharesChange vs previous 13F +4,906 shares
1.48% of the 13F portfolio, value $1,746,380.
13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,650 sharesChange vs previous 13F -2,060 shares
0.93% of the 13F portfolio, value $1,089,429.
13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,710 sharesChange vs previous 13F not available
1.04% of the 13F portfolio, value $1,180,778.
13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).