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Shore Point Advisors, LLC: DFAI position timeline

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

Shore Point Advisors, LLC held 21,550 DFAI 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 21,550 shares
    Change vs previous 13F +172 shares

    0.3% of the 13F portfolio, value $888,968.

    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 21,378 shares
    Change vs previous 13F -8,602 shares

    0.33% of the 13F portfolio, value $832,889.

    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 29,980 shares
    Change vs previous 13F -1,077 shares

    0.48% of the 13F portfolio, value $1,142,556.

    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 31,057 shares
    Change vs previous 13F -2,200 shares

    0.5% of the 13F portfolio, value $1,128,941.

    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 33,257 shares
    Change vs previous 13F +49 shares

    0.55% of the 13F portfolio, value $1,149,710.

    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 33,208 shares
    Change vs previous 13F -5,349 shares

    0.55% of the 13F portfolio, value $1,037,093.

    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 38,557 shares
    Change vs previous 13F -1,853 shares

    0.61% of the 13F portfolio, value $1,125,880.

    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 40,410 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,284,259.

    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).