M Holdings Securities, Inc.: DFAR position timeline

M Holdings Securities, Inc. held 176,421 DFAR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 176,421 shares

   Change vs previous 13F -12,973 shares

   0.64% of the 13F portfolio, value $4,698,000.

   13F-HR 0001569638-26-000003 filed by M Holdings Securities, Inc.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 189,394 shares

   Change vs previous 13F +11,002 shares

   0.33% of the 13F portfolio, value $4,847,000.

   13F-HR 0001569638-26-000002 filed by M Holdings Securities, Inc.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 178,392 shares

   Change vs previous 13F +139,725 shares

   0.29% of the 13F portfolio, value $4,085,000.

   13F-HR 0001569638-26-000001 filed by M Holdings Securities, Inc.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 38,667 shares

   Change vs previous 13F +919 shares

   0.19% of the 13F portfolio, value $922,000.

   13F-HR 0001569638-25-000007 filed by M Holdings Securities, Inc.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 37,748 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $880,000.

   13F-HR 0001569638-25-000006 filed by M Holdings Securities, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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