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Disclosery

Savvy Advisors, Inc.: DFUS position timeline

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

Savvy Advisors, Inc. held 153,965 DFUS 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 153,965 shares
    Change vs previous 13F +6,960 shares

    0.27% of the 13F portfolio, value $12,615,904.

    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 147,005 shares
    Change vs previous 13F +52,127 shares

    0.28% of the 13F portfolio, value $10,424,129.

    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 94,878 shares
    Change vs previous 13F +2,830 shares

    0.23% of the 13F portfolio, value $7,037,130.

    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 92,048 shares
    Change vs previous 13F +15,603 shares

    0.31% of the 13F portfolio, value $6,667,951.

    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 76,445 shares
    Change vs previous 13F +27,884 shares

    0.34% of the 13F portfolio, value $5,123,369.

    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 48,561 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,936,975.

    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).