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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: DFSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC on DFSD, newest first. How the timeline and the estimate are built.

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC held 555,735 DFSD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 555,735 shares
    Change vs previous 13F -715,776 shares

    3.67% of the 13F portfolio, value $25,826,128.

    13F-HR 0001767601-26-000006 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,271,511 shares
    Change vs previous 13F +25,886 shares

    8.64% of the 13F portfolio, value $60,714,674.

    13F-HR 0001767601-26-000004 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2026-03-31
    13F 1,245,625 shares
    Change vs previous 13F +24,971 shares

    9.4% of the 13F portfolio, value $59,640,518.

    13F-HR 0001767601-26-000003 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2025-12-31
    13F 1,220,654 shares
    Change vs previous 13F +38,632 shares

    9.1% of the 13F portfolio, value $58,530,380.

    13F-HR 0001767601-26-000001 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2025-09-30
    13F 1,182,022 shares
    Change vs previous 13F +25,907 shares

    9.05% of the 13F portfolio, value $56,961,639.

    13F-HR 0001767601-25-000007 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2025-06-30
    13F 1,156,115 shares
    Change vs previous 13F +7,778 shares

    9.06% of the 13F portfolio, value $55,505,068.

    13F-HR 0001767601-25-000005 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2025-03-31
    13F 1,148,337 shares
    Change vs previous 13F +7,498 shares

    9.27% of the 13F portfolio, value $54,568,974.

    13F-HR 0001767601-25-000004 filed by MARKET STREET WEALTH MANAGEMENT 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 ended2024-12-31
    13F 1,140,839 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $53,482,545.

    13F-HR 0001767601-25-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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