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Klaas Financial Asset Advisors, LLC: DFSE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Klaas Financial Asset Advisors, LLC on DFSE, newest first. How the timeline and the estimate are built.

Klaas Financial Asset Advisors, LLC held 47,886 DFSE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,886 shares
    Change vs previous 13F -192 shares

    0.29% of the 13F portfolio, value $2,340,644.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset Advisors, LLC
    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 48,078 shares
    Change vs previous 13F -523 shares

    0.28% of the 13F portfolio, value $2,037,050.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset Advisors, LLC
    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 48,601 shares
    Change vs previous 13F -2,677 shares

    0.29% of the 13F portfolio, value $2,015,969.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 51,278 shares
    Change vs previous 13F +1,449 shares

    0.32% of the 13F portfolio, value $2,107,013.

    13F-HR 0001819279-25-000006 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 49,829 shares
    Change vs previous 13F +3,858 shares

    0.3% of the 13F portfolio, value $1,896,492.

    13F-HR 0002051355-25-000005 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 45,971 shares
    Change vs previous 13F +9,397 shares

    0.27% of the 13F portfolio, value $1,548,303.

    13F-HR 0001819279-25-000003 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,574 shares
    Change vs previous 13F +2,339 shares

    0.21% of the 13F portfolio, value $1,211,744.

    13F-HR 0001819279-25-000001 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 34,235 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,212,604.

    13F-HR 0001819279-24-000006 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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