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Disclosery

Savvy Advisors, Inc.: DFIC position timeline

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

Savvy Advisors, Inc. held 315,415 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 315,415 shares
    Change vs previous 13F +22,478 shares

    0.25% of the 13F portfolio, value $11,752,371.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 292,937 shares
    Change vs previous 13F -4,338 shares

    0.28% of the 13F portfolio, value $10,408,049.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 297,275 shares
    Change vs previous 13F +6,073 shares

    0.33% of the 13F portfolio, value $10,244,085.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 291,202 shares
    Change vs previous 13F +269,406 shares

    0.44% of the 13F portfolio, value $9,548,529.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 21,796 shares
    Change vs previous 13F -3,532 shares

    0.05% of the 13F portfolio, value $677,638.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 25,328 shares
    Change vs previous 13F -1,673 shares

    0.07% of the 13F portfolio, value $703,359.

    13F-HR 0002003633-25-000004 filed by Savvy 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 ended2024-12-31
    13F 27,001 shares
    Change vs previous 13F -8,511 shares

    0.08% of the 13F portfolio, value $697,841.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 35,512 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $999,308.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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