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Disclosery

Northern Financial Advisors Inc: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northern Financial Advisors Inc on DFUS, newest first. How the timeline and the estimate are built.

Northern Financial Advisors Inc held 3,932 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,932 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $322,227.

    13F-HR 0001962457-26-000003 filed by Northern Financial Advisors 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 3,929 shares
    Change vs previous 13F +3,929 shares

    0.2% of the 13F portfolio, value $278,573.

    13F-HR 0001962457-26-000002 filed by Northern Financial Advisors 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 0 shares
    Change vs previous 13F -3,921 shares

    13F-HR 0001962457-26-000001 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 3,921 shares
    Change vs previous 13F -425 shares

    0.15% of the 13F portfolio, value $284,063.

    13F-HR 0001962457-25-000002 filed by Northern Financial Advisors 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 4,346 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $291,295.

    13F-HR 0001085146-25-004111 filed by Northern Financial Advisors 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 4,342 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $262,611.

    13F-HR 0001085146-25-002644 filed by Northern Financial Advisors 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 4,339 shares
    Change vs previous 13F +6 shares

    0.22% of the 13F portfolio, value $276,585.

    13F-HR 0001085146-25-000621 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,333 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $269,511.

    13F-HR 0001085146-24-005214 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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