Skip to content
Disclosery

Mason Investment Advisory Services, Inc.: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason Investment Advisory Services, Inc. on DFAT, newest first. How the timeline and the estimate are built.

Mason Investment Advisory Services, Inc. held 120,467 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,467 shares
    Change vs previous 13F +212 shares

    0.32% of the 13F portfolio, value $8,420,647.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, Inc.
    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 120,255 shares
    Change vs previous 13F +30 shares

    0.35% of the 13F portfolio, value $7,509,906.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, Inc.
    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 120,225 shares
    Change vs previous 13F +317 shares

    0.34% of the 13F portfolio, value $7,158,193.

    13F-HR 0001140361-26-004973 filed by Mason Investment Advisory Services, Inc.
    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 119,908 shares
    Change vs previous 13F +407 shares

    0.35% of the 13F portfolio, value $6,979,865.

    13F-HR 0001140361-25-041541 filed by Mason Investment Advisory Services, Inc.
    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 119,501 shares
    Change vs previous 13F +490 shares

    0.35% of the 13F portfolio, value $6,448,269.

    13F-HR 0001140361-25-028811 filed by Mason Investment Advisory Services, Inc.
    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 119,011 shares
    Change vs previous 13F +261 shares

    0.37% of the 13F portfolio, value $6,127,877.

    13F-HR 0001140361-25-016854 filed by Mason Investment Advisory Services, Inc.
    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 118,750 shares
    Change vs previous 13F +297 shares

    0.39% of the 13F portfolio, value $6,609,613.

    13F-HR 0001140361-25-003388 filed by Mason Investment Advisory Services, Inc.
    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 118,453 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $6,589,548.

    13F-HR 0001140361-24-046076 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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