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

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

SC&H Financial Advisors, Inc. held 528,603 DFSD 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 528,603 shares
    Change vs previous 13F +44,417 shares

    3.35% of the 13F portfolio, value $25,240,781.

    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 484,186 shares
    Change vs previous 13F +58,714 shares

    3.5% of the 13F portfolio, value $23,182,834.

    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 425,472 shares
    Change vs previous 13F +108,378 shares

    3.16% of the 13F portfolio, value $20,401,369.

    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 317,094 shares
    Change vs previous 13F +36,445 shares

    2.49% of the 13F portfolio, value $15,280,763.

    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 280,649 shares
    Change vs previous 13F +12,578 shares

    2.3% of the 13F portfolio, value $13,473,955.

    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 268,071 shares
    Change vs previous 13F +13,438 shares

    2.51% of the 13F portfolio, value $12,738,714.

    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 254,633 shares
    Change vs previous 13F +71,127 shares

    2.47% of the 13F portfolio, value $11,937,193.

    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 183,506 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $8,760,589.

    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).