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Onyx Financial Advisors, LLC: DFAX position timeline

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

Onyx Financial Advisors, LLC held 1,184,461 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,184,461 shares
    Change vs previous 13F +23,913 shares

    15.72% of the 13F portfolio, value $43,635,558.

    13F-HR 0001957840-26-000004 filed by Onyx Financial 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 1,160,548 shares
    Change vs previous 13F -3,795 shares

    16.37% of the 13F portfolio, value $39,423,802.

    13F-HR 0001957840-26-000003 filed by Onyx Financial 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 1,164,343 shares
    Change vs previous 13F +16,943 shares

    16.15% of the 13F portfolio, value $38,108,941.

    13F-HR 0001957840-26-000001 filed by Onyx Financial 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 1,147,400 shares
    Change vs previous 13F -3,477 shares

    15.93% of the 13F portfolio, value $36,005,399.

    13F-HR 0001957840-25-000002 filed by Onyx Financial 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 1,150,877 shares
    Change vs previous 13F +4,437 shares

    16.03% of the 13F portfolio, value $33,801,271.

    13F-HR 0001085146-25-003993 filed by Onyx Financial 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 1,146,440 shares
    Change vs previous 13F +63,401 shares

    15.89% of the 13F portfolio, value $30,036,729.

    13F-HR 0001085146-25-002287 filed by Onyx Financial 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 1,083,039 shares
    Change vs previous 13F +39,549 shares

    14.77% of the 13F portfolio, value $26,924,356.

    13F-HR 0001085146-25-000284 filed by Onyx Financial Advisors, LLC
    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 1,043,490 shares
    Change vs previous 13F not available

    15.47% of the 13F portfolio, value $28,184,657.

    13F-HR 0001085146-24-005062 filed by Onyx Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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