Moss Adams Wealth Advisors LLC: DFIC position timeline

Moss Adams Wealth Advisors LLC held 1,976,543 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,976,543 shares

   Change vs previous 13F +114,001 shares

   4.6% of the 13F portfolio, value $73,645,999.

   13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,862,542 shares

   Change vs previous 13F +70,697 shares

   4.84% of the 13F portfolio, value $66,176,122.

   13F-HR 0001661245-26-000002 filed by Moss Adams Wealth Advisors LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,791,845 shares

   Change vs previous 13F +1,777,195 shares

   4.48% of the 13F portfolio, value $61,746,986.

   13F-HR 0001661245-26-000001 filed by Moss Adams Wealth Advisors LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 14,650 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $480,374.

   13F-HR 0001661245-25-000006 filed by Moss Adams Wealth Advisors LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 14,650 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $455,469.

   13F-HR 0001661245-25-000004 filed by Moss Adams Wealth Advisors LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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