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

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

SC&H Financial Advisors, Inc. held 441,153 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 441,153 shares
    Change vs previous 13F +2,635 shares

    2.4% of the 13F portfolio, value $17,341,739.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 438,518 shares
    Change vs previous 13F +17,255 shares

    2.34% of the 13F portfolio, value $17,632,791.

    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).

  3. period ended2026-03-31
    13F 421,263 shares
    Change vs previous 13F +14,754 shares

    2.15% of the 13F portfolio, value $14,263,977.

    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).

  4. period ended2025-12-31
    13F 406,509 shares
    Change vs previous 13F +8,453 shares

    2.05% of the 13F portfolio, value $13,239,985.

    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).

  5. period ended2025-09-30
    13F 398,056 shares
    Change vs previous 13F +19,975 shares

    2.05% of the 13F portfolio, value $12,550,715.

    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).

  6. period ended2025-06-30
    13F 378,081 shares
    Change vs previous 13F -1,453 shares

    1.87% of the 13F portfolio, value $10,945,434.

    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).

  7. period ended2025-03-31
    13F 379,534 shares
    Change vs previous 13F +24,283 shares

    1.93% of the 13F portfolio, value $9,826,130.

    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).

  8. period ended2024-12-31
    13F 355,251 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $9,012,717.

    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).