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

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

SC&H Financial Advisors, Inc. held 61,513 DFAS 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 61,513 shares
    Change vs previous 13F +4,006 shares

    0.67% of the 13F portfolio, value $5,064,962.

    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 57,507 shares
    Change vs previous 13F +579 shares

    0.62% of the 13F portfolio, value $4,090,490.

    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 56,928 shares
    Change vs previous 13F +1,211 shares

    0.61% of the 13F portfolio, value $3,966,193.

    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 55,717 shares
    Change vs previous 13F -756 shares

    0.62% of the 13F portfolio, value $3,814,377.

    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 56,473 shares
    Change vs previous 13F -806 shares

    0.61% of the 13F portfolio, value $3,597,922.

    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 57,279 shares
    Change vs previous 13F +1,731 shares

    0.67% of the 13F portfolio, value $3,422,425.

    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 55,548 shares
    Change vs previous 13F +3,835 shares

    0.75% of the 13F portfolio, value $3,615,052.

    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 51,713 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,354,090.

    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).