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

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

SC&H Financial Advisors, Inc. held 208,399 DFAX 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 208,399 shares
    Change vs previous 13F -21,032 shares

    1.07% of the 13F portfolio, value $7,714,940.

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

  2. period ended2026-06-30
    13F 229,431 shares
    Change vs previous 13F +5,225 shares

    1.12% of the 13F portfolio, value $8,452,253.

    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 224,206 shares
    Change vs previous 13F +35,982 shares

    1.15% of the 13F portfolio, value $7,616,266.

    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 188,224 shares
    Change vs previous 13F -1,908 shares

    0.95% of the 13F portfolio, value $6,160,582.

    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 190,132 shares
    Change vs previous 13F -70,402 shares

    0.97% of the 13F portfolio, value $5,966,332.

    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 260,534 shares
    Change vs previous 13F +30,869 shares

    1.31% of the 13F portfolio, value $7,651,881.

    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 229,665 shares
    Change vs previous 13F +17,827 shares

    1.18% of the 13F portfolio, value $6,017,212.

    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 211,838 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $5,266,294.

    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).