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LifeGuide Financial Advisors, LLC: DFGR position timeline

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

LifeGuide Financial Advisors, LLC held 2,593,868 DFGR 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 2,593,868 shares
    Change vs previous 13F +84,248 shares

    21.4% of the 13F portfolio, value $75,144,369.

    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 2,509,620 shares
    Change vs previous 13F +96,914 shares

    21.33% of the 13F portfolio, value $66,705,702.

    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 2,412,706 shares
    Change vs previous 13F +226,644 shares

    21.19% of the 13F portfolio, value $63,864,316.

    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 2,186,062 shares
    Change vs previous 13F +1,681 shares

    21.73% of the 13F portfolio, value $59,001,808.

    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 2,184,381 shares
    Change vs previous 13F +89,551 shares

    21.63% of the 13F portfolio, value $58,606,943.

    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 2,094,830 shares
    Change vs previous 13F not available

    22.45% of the 13F portfolio, value $55,010,223.

    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).