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Disclosery

RTD Financial Advisors, Inc.: DFAT position timeline

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

RTD Financial Advisors, Inc. held 74,049 DFAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 74,049 shares
    Change vs previous 13F -1,513 shares

    0.54% of the 13F portfolio, value $4,919,831.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 75,562 shares
    Change vs previous 13F -310 shares

    0.58% of the 13F portfolio, value $5,281,800.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 75,872 shares
    Change vs previous 13F -5,089 shares

    0.58% of the 13F portfolio, value $4,738,221.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 80,961 shares
    Change vs previous 13F -149 shares

    0.59% of the 13F portfolio, value $4,820,432.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 81,110 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $4,721,427.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 81,110 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $4,376,709.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 81,110 shares
    Change vs previous 13F -3,692 shares

    0.56% of the 13F portfolio, value $4,176,366.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 84,802 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,720,093.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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