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

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

SC&H Financial Advisors, Inc. held 255,345 DFEM 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 255,345 shares
    Change vs previous 13F +6,280 shares

    1.38% of the 13F portfolio, value $10,377,219.

    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 249,065 shares
    Change vs previous 13F +7,642 shares

    1.3% of the 13F portfolio, value $8,605,195.

    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 241,423 shares
    Change vs previous 13F +17,825 shares

    1.24% of the 13F portfolio, value $7,986,284.

    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 223,598 shares
    Change vs previous 13F +6,602 shares

    1.17% of the 13F portfolio, value $7,170,776.

    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 216,996 shares
    Change vs previous 13F +28,560 shares

    1.1% of the 13F portfolio, value $6,440,443.

    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 188,436 shares
    Change vs previous 13F +11,944 shares

    0.98% of the 13F portfolio, value $4,986,014.

    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 176,492 shares
    Change vs previous 13F +12,019 shares

    0.95% of the 13F portfolio, value $4,622,318.

    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 164,473 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $4,629,923.

    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).