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Lauterbach Financial Advisors, LLC: DFAU position timeline

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

Lauterbach Financial Advisors, LLC held 30,585 DFAU 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 30,585 shares
    Change vs previous 13F -1,681 shares

    0.68% of the 13F portfolio, value $1,580,961.

    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 32,266 shares
    Change vs previous 13F -479 shares

    0.71% of the 13F portfolio, value $1,455,862.

    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 32,745 shares
    Change vs previous 13F -2,400 shares

    0.75% of the 13F portfolio, value $1,532,469.

    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 35,145 shares
    Change vs previous 13F -1,854 shares

    0.81% of the 13F portfolio, value $1,608,241.

    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 36,999 shares
    Change vs previous 13F +7,205 shares

    0.86% of the 13F portfolio, value $1,567,276.

    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 29,794 shares
    Change vs previous 13F -88 shares

    0.71% of the 13F portfolio, value $1,145,294.

    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 29,882 shares
    Change vs previous 13F -1,430 shares

    0.73% of the 13F portfolio, value $1,209,940.

    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 31,312 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,242,765.

    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).