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SATOVSKY ASSET MANAGEMENT LLC: DFAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SATOVSKY ASSET MANAGEMENT LLC on DFAR, newest first. How the timeline and the estimate are built.

SATOVSKY ASSET MANAGEMENT LLC held 435,281 DFAR 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 435,281 shares
    Change vs previous 13F +7,243 shares

    1.82% of the 13F portfolio, value $11,386,950.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT 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 428,038 shares
    Change vs previous 13F +5,391 shares

    1.79% of the 13F portfolio, value $10,123,102.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT 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 422,647 shares
    Change vs previous 13F +9,554 shares

    1.88% of the 13F portfolio, value $9,679,129.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT 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 413,093 shares
    Change vs previous 13F +14,152 shares

    1.97% of the 13F portfolio, value $9,852,261.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT 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 398,941 shares
    Change vs previous 13F +9,815 shares

    1.99% of the 13F portfolio, value $9,359,157.

    13F-HR 0001214659-25-011960 filed by SATOVSKY ASSET MANAGEMENT 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 389,126 shares
    Change vs previous 13F +1,109 shares

    2.07% of the 13F portfolio, value $9,249,536.

    13F-HR 0001214659-25-006748 filed by SATOVSKY ASSET MANAGEMENT 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 388,017 shares
    Change vs previous 13F -3,290 shares

    2.07% of the 13F portfolio, value $9,029,149.

    13F-HR 0001214659-25-001698 filed by SATOVSKY ASSET MANAGEMENT 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 391,307 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $10,033,110.

    13F-HR 0001214659-24-017670 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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