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Disclosery

M Financial Asset Management, Inc.: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Financial Asset Management, Inc. on DFAS, newest first. How the timeline and the estimate are built.

M Financial Asset Management, Inc. held 61,293 DFAS shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 61,293 shares
    Change vs previous 13F -4,383 shares

    19.3% of the 13F portfolio, value $3,985,000.

    13F-HR 0001730083-25-000001 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 65,676 shares
    Change vs previous 13F +309 shares

    16.52% of the 13F portfolio, value $4,259,000.

    13F-HR 0001730083-24-000008 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 65,367 shares
    Change vs previous 13F -14,410 shares

    15.14% of the 13F portfolio, value $3,927,000.

    13F-HR 0001730083-24-000006 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 79,777 shares
    Change vs previous 13F -242 shares

    13.84% of the 13F portfolio, value $4,973,000.

    13F-HR 0001730083-24-000003 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 80,019 shares
    Change vs previous 13F +212 shares

    15.06% of the 13F portfolio, value $4,770,000.

    13F-HR 0001730083-24-000002 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 79,807 shares
    Change vs previous 13F +1,083 shares

    14.14% of the 13F portfolio, value $4,189,000.

    13F-HR 0001730083-24-000001 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 78,724 shares
    Change vs previous 13F +9,323 shares

    13.9% of the 13F portfolio, value $4,314,000.

    13F-HR 0001569638-23-000005 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 69,401 shares
    Change vs previous 13F not available

    12.95% of the 13F portfolio, value $3,657,000.

    13F-HR 0001569638-23-000003 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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