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Disclosery

Sherrill & Hutchins Financial Advisory, Inc: DFIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sherrill & Hutchins Financial Advisory, Inc on DFIS, newest first. How the timeline and the estimate are built.

Sherrill & Hutchins Financial Advisory, Inc held 550,660 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 550,660 shares
    Change vs previous 13F +523,908 shares

    9.22% of the 13F portfolio, value $19,289,616.

    13F-HR 0002005607-26-000004 filed by Sherrill & Hutchins Financial Advisory, 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 26,752 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $900,740.

    13F-HR 0002005607-26-000002 filed by Sherrill & Hutchins Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).