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McGrath & Associates, Inc.: DFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGrath & Associates, Inc. on DFIC, newest first. How the timeline and the estimate are built.

McGrath & Associates, Inc. held 47,330 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,330 shares
    Change vs previous 13F -36,323 shares

    2.3% of the 13F portfolio, value $1,763,516.

    13F-HR 0002085853-26-000724 filed by McGrath & Associates, 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 83,653 shares
    Change vs previous 13F +41,424 shares

    2.56% of the 13F portfolio, value $1,741,653.

    13F-HR 0002085853-26-000345 filed by McGrath & Associates, 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 42,229 shares
    Change vs previous 13F +1,152 shares

    2.07% of the 13F portfolio, value $1,455,205.

    13F-HR 0002085853-26-000235 filed by McGrath & Associates, 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 41,077 shares
    Change vs previous 13F -1,858 shares

    2% of the 13F portfolio, value $1,346,919.

    13F-HR 0002085853-25-000075 filed by McGrath & Associates, 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 42,935 shares
    Change vs previous 13F +3,834 shares

    2.17% of the 13F portfolio, value $1,334,840.

    13F-HR 0001667731-25-001099 filed by McGrath & Associates, 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 39,101 shares
    Change vs previous 13F -3,126 shares

    1.98% of the 13F portfolio, value $1,085,842.

    13F-HR 0001667731-25-000407 filed by McGrath & Associates, 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 42,227 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $1,091,358.

    13F-HR 0001667731-25-000204 filed by McGrath & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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