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Note Advisors, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Note Advisors, LLC on DFAI, newest first. How the timeline and the estimate are built.

Note Advisors, LLC held 462,050 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,050 shares
    Change vs previous 13F +52,605 shares

    8.27% of the 13F portfolio, value $19,059,564.

    13F-HR 0002056243-26-000003 filed by Note Advisors, LLC
    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 409,445 shares
    Change vs previous 13F +21,477 shares

    7.97% of the 13F portfolio, value $15,951,992.

    13F-HR 0002056243-26-000002 filed by Note Advisors, LLC
    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 387,968 shares
    Change vs previous 13F +37,003 shares

    7.85% of the 13F portfolio, value $15,309,198.

    13F-HR 0002056243-26-000001 filed by Note Advisors, LLC
    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 350,965 shares
    Change vs previous 13F +13,978 shares

    7.59% of the 13F portfolio, value $12,757,593.

    13F-HR 0002056243-25-000006 filed by Note Advisors, LLC
    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 336,987 shares
    Change vs previous 13F +54,817 shares

    8.06% of the 13F portfolio, value $11,649,639.

    13F-HR 0002056243-25-000003 filed by Note Advisors, LLC
    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 282,170 shares
    Change vs previous 13F +39,204 shares

    7.28% of the 13F portfolio, value $8,812,169.

    13F-HR 0002056243-25-000002 filed by Note Advisors, LLC
    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 242,966 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $7,094,607.

    13F-HR 0002056243-25-000001 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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