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Plum Street Advisors, LLC: DFIC position timeline

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

Plum Street Advisors, LLC held 383,094 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 383,094 shares
    Change vs previous 13F +35,223 shares

    4.56% of the 13F portfolio, value $14,274,082.

    13F-HR 0002068236-26-000003 filed by Plum Street 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 347,871 shares
    Change vs previous 13F +59,823 shares

    4.28% of the 13F portfolio, value $12,359,857.

    13F-HR 0002068236-26-000002 filed by Plum Street 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 288,048 shares
    Change vs previous 13F +38,225 shares

    3.53% of the 13F portfolio, value $9,926,134.

    13F-HR 0002068236-26-000001 filed by Plum Street 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 249,823 shares
    Change vs previous 13F +37,755 shares

    3.16% of the 13F portfolio, value $8,191,696.

    13F-HR 0002068236-25-000008 filed by Plum Street 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 212,068 shares
    Change vs previous 13F +113,577 shares

    2.91% of the 13F portfolio, value $6,593,194.

    13F-HR 0002068236-25-000007 filed by Plum Street 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 98,491 shares
    Change vs previous 13F +62,583 shares

    1.32% of the 13F portfolio, value $2,735,095.

    13F-HR 0002068236-25-000006 filed by Plum Street 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 35,908 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $928,042.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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