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Disclosery

McGrath & Associates, Inc.: DFSE position timeline

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

McGrath & Associates, Inc. held 6,604 DFSE 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 6,604 shares
    Change vs previous 13F +117 shares

    0.42% of the 13F portfolio, value $322,805.

    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 6,487 shares
    Change vs previous 13F +1,382 shares

    0.37% of the 13F portfolio, value $249,292.

    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 5,105 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $211,755.

    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 5,097 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $209,427.

    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).