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LifeGuide Financial Advisors, LLC: DFIC position timeline

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

LifeGuide Financial Advisors, LLC held 497,486 DFIC 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 497,486 shares
    Change vs previous 13F +20,582 shares

    5.28% of the 13F portfolio, value $18,536,319.

    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 476,904 shares
    Change vs previous 13F +32,597 shares

    5.42% of the 13F portfolio, value $16,944,415.

    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 444,307 shares
    Change vs previous 13F +19,749 shares

    5.13% of the 13F portfolio, value $15,461,888.

    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 424,558 shares
    Change vs previous 13F +1,611 shares

    4.86% of the 13F portfolio, value $13,186,781.

    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 422,947 shares
    Change vs previous 13F +14,355 shares

    4.85% of the 13F portfolio, value $13,149,434.

    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 408,592 shares
    Change vs previous 13F +36,237 shares

    4.63% of the 13F portfolio, value $11,346,611.

    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 372,355 shares
    Change vs previous 13F +22,290 shares

    4.13% of the 13F portfolio, value $9,623,522.

    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 350,065 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $9,850,829.

    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).