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Disclosery

RTD Financial Advisors, Inc.: DFEM position timeline

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

RTD Financial Advisors, Inc. held 103,857 DFEM 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 103,857 shares
    Change vs previous 13F +33,754 shares

    0.45% of the 13F portfolio, value $4,125,187.

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

  2. period ended2026-06-30
    13F 70,103 shares
    Change vs previous 13F +17,481 shares

    0.31% of the 13F portfolio, value $2,848,990.

    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 52,622 shares
    Change vs previous 13F +32,199 shares

    0.22% of the 13F portfolio, value $1,818,088.

    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 20,423 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $675,609.

    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).