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Lauterbach Financial Advisors, LLC: DFAT position timeline

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

Lauterbach Financial Advisors, LLC held 390,415 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 390,415 shares
    Change vs previous 13F +907 shares

    11.74% of the 13F portfolio, value $27,290,032.

    13F-HR 0001909828-26-000003 filed by Lauterbach Financial 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 389,508 shares
    Change vs previous 13F -6,757 shares

    11.88% of the 13F portfolio, value $24,324,763.

    13F-HR 0001909828-26-000002 filed by Lauterbach Financial 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 396,265 shares
    Change vs previous 13F -1,584 shares

    11.54% of the 13F portfolio, value $23,593,623.

    13F-HR 0001909828-26-000001 filed by Lauterbach Financial 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 397,849 shares
    Change vs previous 13F +1,951 shares

    11.64% of the 13F portfolio, value $23,158,774.

    13F-HR 0001909828-25-000008 filed by Lauterbach Financial 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 395,898 shares
    Change vs previous 13F +14,731 shares

    11.75% of the 13F portfolio, value $21,362,632.

    13F-HR 0001909828-25-000006 filed by Lauterbach Financial 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 381,167 shares
    Change vs previous 13F +3,178 shares

    12.23% of the 13F portfolio, value $19,626,303.

    13F-HR 0001909828-25-000004 filed by Lauterbach Financial 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 377,989 shares
    Change vs previous 13F -9,703 shares

    12.77% of the 13F portfolio, value $21,038,886.

    13F-HR 0001909828-25-000001 filed by Lauterbach Financial 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 387,692 shares
    Change vs previous 13F not available

    13.12% of the 13F portfolio, value $21,567,284.

    13F-HR 0001909828-24-000005 filed by Lauterbach Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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