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SC&H Financial Advisors, Inc.: DFAC position timeline

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

SC&H Financial Advisors, Inc. held 2,228,328 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,228,328 shares
    Change vs previous 13F +44,231 shares

    13.11% of the 13F portfolio, value $98,848,633.

    13F-HR 0001907898-26-000004 filed by SC&H Financial 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 2,184,097 shares
    Change vs previous 13F +10,850 shares

    12.8% of the 13F portfolio, value $84,874,011.

    13F-HR 0001907898-26-000002 filed by SC&H 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 ended2025-12-31
    13F 2,173,247 shares
    Change vs previous 13F +47,544 shares

    13.31% of the 13F portfolio, value $86,038,846.

    13F-HR 0001085146-26-000096 filed by SC&H 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 ended2025-09-30
    13F 2,125,703 shares
    Change vs previous 13F -162 shares

    13.37% of the 13F portfolio, value $81,988,350.

    13F-HR 0001907898-25-000003 filed by SC&H 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 ended2025-06-30
    13F 2,125,865 shares
    Change vs previous 13F -41,008 shares

    13.01% of the 13F portfolio, value $76,191,015.

    13F-HR 0001085146-25-003920 filed by SC&H 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 ended2025-03-31
    13F 2,166,873 shares
    Change vs previous 13F +102,626 shares

    14.06% of the 13F portfolio, value $71,485,138.

    13F-HR 0001085146-25-002250 filed by SC&H 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 ended2024-12-31
    13F 2,064,247 shares
    Change vs previous 13F +68,663 shares

    14.75% of the 13F portfolio, value $71,402,298.

    13F-HR 0001085146-25-000543 filed by SC&H 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 ended2024-09-30
    13F 1,995,584 shares
    Change vs previous 13F not available

    14.95% of the 13F portfolio, value $68,428,581.

    13F-HR 0001085146-24-005132 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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