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Note Advisors, LLC: DFNM position timeline

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

Note Advisors, LLC held 61,502 DFNM 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 61,502 shares
    Change vs previous 13F +3,781 shares

    1.29% of the 13F portfolio, value $2,972,699.

    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 57,721 shares
    Change vs previous 13F +5,201 shares

    1.38% of the 13F portfolio, value $2,766,568.

    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 52,520 shares
    Change vs previous 13F +13,394 shares

    1.3% of the 13F portfolio, value $2,542,493.

    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 39,126 shares
    Change vs previous 13F +3,289 shares

    1.12% of the 13F portfolio, value $1,877,265.

    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 35,837 shares
    Change vs previous 13F +16,880 shares

    1.18% of the 13F portfolio, value $1,699,749.

    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 18,957 shares
    Change vs previous 13F +3,898 shares

    0.74% of the 13F portfolio, value $901,784.

    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 15,059 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $719,368.

    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).