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Shore Point Advisors, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shore Point Advisors, LLC on DFAE, newest first. How the timeline and the estimate are built.

Shore Point Advisors, LLC held 198,412 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,412 shares
    Change vs previous 13F -6,548 shares

    2.73% of the 13F portfolio, value $7,978,152.

    13F-HR 0001907092-26-000004 filed by Shore Point Advisors, LLC
    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 204,960 shares
    Change vs previous 13F -7,385 shares

    2.74% of the 13F portfolio, value $6,939,969.

    13F-HR 0001907092-26-000003 filed by Shore Point Advisors, LLC
    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 212,345 shares
    Change vs previous 13F -8,031 shares

    2.93% of the 13F portfolio, value $6,916,092.

    13F-HR 0001907092-26-000001 filed by Shore Point Advisors, LLC
    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 220,376 shares
    Change vs previous 13F -3,341 shares

    3.07% of the 13F portfolio, value $6,948,456.

    13F-HR 0001907092-25-000006 filed by Shore Point Advisors, LLC
    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 223,717 shares
    Change vs previous 13F +1,489 shares

    3.11% of the 13F portfolio, value $6,476,609.

    13F-HR 0001907092-25-000004 filed by Shore Point Advisors, LLC
    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 222,228 shares
    Change vs previous 13F -6,802 shares

    3.05% of the 13F portfolio, value $5,753,484.

    13F-HR 0001907092-25-000002 filed by Shore Point Advisors, LLC
    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 229,030 shares
    Change vs previous 13F -82,133 shares

    3.12% of the 13F portfolio, value $5,810,498.

    13F-HR 0001907092-25-000001 filed by Shore Point Advisors, LLC
    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 311,163 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $8,528,986.

    13F-HR 0001907092-24-000006 filed by Shore Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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