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

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

SC&H Financial Advisors, Inc. held 459,468 DFUS 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 459,468 shares
    Change vs previous 13F +5,303 shares

    4.99% of the 13F portfolio, value $37,648,779.

    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 454,165 shares
    Change vs previous 13F +15,887 shares

    4.86% of the 13F portfolio, value $32,204,845.

    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 438,278 shares
    Change vs previous 13F +7,562 shares

    5.03% of the 13F portfolio, value $32,507,089.

    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 430,716 shares
    Change vs previous 13F +18,392 shares

    5.09% of the 13F portfolio, value $31,201,095.

    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 412,324 shares
    Change vs previous 13F +25,249 shares

    4.72% of the 13F portfolio, value $27,633,962.

    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 387,075 shares
    Change vs previous 13F +22,036 shares

    4.61% of the 13F portfolio, value $23,410,314.

    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 365,039 shares
    Change vs previous 13F +50,554 shares

    4.81% of the 13F portfolio, value $23,271,223.

    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 314,485 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $19,560,995.

    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).