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Disclosery

McCarthy Asset Management, Inc.: DFAC position timeline

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

McCarthy Asset Management, Inc. held 105,934 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,934 shares
    Change vs previous 13F -1,051 shares

    2.23% of the 13F portfolio, value $4,699,216.

    13F-HR 0001951757-26-001203 filed by McCarthy 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 ended2025-12-31
    13F 106,985 shares
    Change vs previous 13F -52,076 shares

    2.21% of the 13F portfolio, value $4,235,524.

    13F-HR 0001843169-26-000001 filed by McCarthy 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 ended2025-09-30
    13F 159,061 shares
    Change vs previous 13F -696 shares

    3.94% of the 13F portfolio, value $6,134,996.

    13F-HR 0001843169-25-000003 filed by McCarthy 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 ended2025-06-30
    13F 159,757 shares
    Change vs previous 13F -3,911 shares

    3.89% of the 13F portfolio, value $5,725,706.

    13F-HR 0001095449-25-000055 filed by McCarthy 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 ended2025-03-31
    13F 163,668 shares
    Change vs previous 13F -3,117 shares

    3.91% of the 13F portfolio, value $5,399,419.

    13F-HR 0001095449-25-000036 filed by McCarthy 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 ended2024-12-31
    13F 166,785 shares
    Change vs previous 13F -19,957 shares

    4.07% of the 13F portfolio, value $5,769,077.

    13F-HR 0001095449-25-000010 filed by McCarthy 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 ended2024-09-30
    13F 186,742 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $6,403,371.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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