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Onyx Financial Advisors, LLC: DFIP position timeline

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

Onyx Financial Advisors, LLC held 54,231 DFIP 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 54,231 shares
    Change vs previous 13F +174 shares

    0.81% of the 13F portfolio, value $2,237,317.

    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 54,057 shares
    Change vs previous 13F +11,557 shares

    0.94% of the 13F portfolio, value $2,255,272.

    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 42,500 shares
    Change vs previous 13F +3,574 shares

    0.75% of the 13F portfolio, value $1,766,101.

    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 38,926 shares
    Change vs previous 13F +810 shares

    0.73% of the 13F portfolio, value $1,643,850.

    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 38,116 shares
    Change vs previous 13F +12,551 shares

    0.76% of the 13F portfolio, value $1,593,609.

    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 25,565 shares
    Change vs previous 13F +1,186 shares

    0.57% of the 13F portfolio, value $1,076,560.

    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 24,379 shares
    Change vs previous 13F +9,865 shares

    0.54% of the 13F portfolio, value $987,140.

    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 14,514 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $613,659.

    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).