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Shore Point Advisors, LLC: DFAU position timeline

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

Shore Point Advisors, LLC held 34,021 DFAU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,021 shares
    Change vs previous 13F -320 shares

    0.57% of the 13F portfolio, value $1,781,341.

    13F-HR 0001907092-26-000006 filed by Shore Point Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,341 shares
    Change vs previous 13F -125 shares

    0.61% of the 13F portfolio, value $1,775,094.

    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).

  3. period ended2026-03-31
    13F 34,466 shares
    Change vs previous 13F -23,190 shares

    0.61% of the 13F portfolio, value $1,555,108.

    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).

  4. period ended2025-12-31
    13F 57,656 shares
    Change vs previous 13F -1,111 shares

    1.14% of the 13F portfolio, value $2,698,340.

    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).

  5. period ended2025-09-30
    13F 58,767 shares
    Change vs previous 13F +771 shares

    1.19% of the 13F portfolio, value $2,689,189.

    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).

  6. period ended2025-06-30
    13F 57,996 shares
    Change vs previous 13F +2,037 shares

    1.18% of the 13F portfolio, value $2,456,715.

    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).

  7. period ended2025-03-31
    13F 55,959 shares
    Change vs previous 13F +3,088 shares

    1.14% of the 13F portfolio, value $2,151,084.

    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).

  8. period ended2024-12-31
    13F 52,871 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,140,774.

    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).