Skip to content
Disclosery

McGrath & Associates, Inc.: DFSI position timeline

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

McGrath & Associates, Inc. held 13,320 DFSI 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 13,320 shares
    Change vs previous 13F +1,880 shares

    0.78% of the 13F portfolio, value $600,734.

    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 11,440 shares
    Change vs previous 13F +228 shares

    0.71% of the 13F portfolio, value $485,063.

    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 11,212 shares
    Change vs previous 13F -1,087 shares

    0.68% of the 13F portfolio, value $480,366.

    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 12,299 shares
    Change vs previous 13F +10 shares

    0.75% of the 13F portfolio, value $503,665.

    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 12,289 shares
    Change vs previous 13F +215 shares

    0.79% of the 13F portfolio, value $484,320.

    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 12,074 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $421,247.

    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).