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LifeGuide Financial Advisors, LLC: DFAC position timeline

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

LifeGuide Financial Advisors, LLC held 777,969 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 777,969 shares
    Change vs previous 13F +21,718 shares

    9.83% of the 13F portfolio, value $34,510,694.

    13F-HR 0001951757-26-000965 filed by LifeGuide 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 756,251 shares
    Change vs previous 13F +85,398 shares

    9.4% of the 13F portfolio, value $29,387,908.

    13F-HR 0001951757-26-000552 filed by LifeGuide 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 670,853 shares
    Change vs previous 13F +50,769 shares

    8.86% of the 13F portfolio, value $26,693,242.

    13F-HR 0001951757-26-000002 filed by LifeGuide 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 620,084 shares
    Change vs previous 13F +3,042 shares

    8.23% of the 13F portfolio, value $22,347,842.

    13F-HR 0001951757-25-001177 filed by LifeGuide 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 617,042 shares
    Change vs previous 13F +8,017 shares

    8.16% of the 13F portfolio, value $22,114,802.

    13F-HR 0001951757-25-000884 filed by LifeGuide 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 609,025 shares
    Change vs previous 13F +64,309 shares

    8.2% of the 13F portfolio, value $20,091,725.

    13F-HR 0001951757-25-000314 filed by LifeGuide 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 544,716 shares
    Change vs previous 13F +3,599 shares

    8.08% of the 13F portfolio, value $18,841,730.

    13F-HR 0001951757-25-000068 filed by LifeGuide 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 541,117 shares
    Change vs previous 13F not available

    7.91% of the 13F portfolio, value $18,554,897.

    13F-HR 0001951757-24-000982 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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