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

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

SC&H Financial Advisors, Inc. held 645,927 DUSB 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 645,927 shares
    Change vs previous 13F +38,579 shares

    4.35% of the 13F portfolio, value $32,800,189.

    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 607,348 shares
    Change vs previous 13F +68,198 shares

    4.64% of the 13F portfolio, value $30,798,605.

    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 539,150 shares
    Change vs previous 13F +5,007 shares

    4.22% of the 13F portfolio, value $27,307,938.

    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 534,143 shares
    Change vs previous 13F -28,359 shares

    4.42% of the 13F portfolio, value $27,123,782.

    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 562,502 shares
    Change vs previous 13F +124,833 shares

    4.88% of the 13F portfolio, value $28,546,970.

    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 437,669 shares
    Change vs previous 13F +256,748 shares

    4.37% of the 13F portfolio, value $22,202,923.

    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 180,921 shares
    Change vs previous 13F +148,415 shares

    1.89% of the 13F portfolio, value $9,152,785.

    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 32,506 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,650,324.

    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).