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Ritter Daniher Financial Advisory LLC / DE: DFIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ritter Daniher Financial Advisory LLC / DE on DFIS, newest first. How the timeline and the estimate are built.

Ritter Daniher Financial Advisory LLC / DE held 338,811 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 338,811 shares
    Change vs previous 13F +22,059 shares

    1.81% of the 13F portfolio, value $11,868,539.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 316,752 shares
    Change vs previous 13F +8,526 shares

    1.81% of the 13F portfolio, value $10,665,051.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 308,226 shares
    Change vs previous 13F +1,038 shares

    1.7% of the 13F portfolio, value $10,152,959.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 307,188 shares
    Change vs previous 13F -4,393 shares

    1.71% of the 13F portfolio, value $9,716,360.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 311,581 shares
    Change vs previous 13F +6,237 shares

    2.28% of the 13F portfolio, value $9,297,580.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    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 305,344 shares
    Change vs previous 13F +145,317 shares

    2.15% of the 13F portfolio, value $7,890,089.

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    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 160,027 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,929,464.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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