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

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

SC&H Financial Advisors, Inc. held 1,008,819 DFIC 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 1,008,819 shares
    Change vs previous 13F +45,019 shares

    4.99% of the 13F portfolio, value $37,588,585.

    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 963,800 shares
    Change vs previous 13F +23,234 shares

    5.16% of the 13F portfolio, value $34,243,808.

    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 940,566 shares
    Change vs previous 13F +28,519 shares

    5.01% of the 13F portfolio, value $32,411,912.

    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 912,047 shares
    Change vs previous 13F +28,999 shares

    4.88% of the 13F portfolio, value $29,906,024.

    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 883,048 shares
    Change vs previous 13F +26,045 shares

    4.69% of the 13F portfolio, value $27,453,950.

    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 857,003 shares
    Change vs previous 13F +58,419 shares

    4.68% of the 13F portfolio, value $23,798,976.

    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 798,584 shares
    Change vs previous 13F +93,361 shares

    4.26% of the 13F portfolio, value $20,639,414.

    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 705,223 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $19,844,972.

    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).