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Shore Point Advisors, LLC: DFAW position timeline

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

Shore Point Advisors, LLC held 44,121 DFAW 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 44,121 shares
    Change vs previous 13F +3,342 shares

    1.25% of the 13F portfolio, value $3,652,780.

    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 40,779 shares
    Change vs previous 13F +24,763 shares

    1.19% of the 13F portfolio, value $3,008,740.

    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 16,016 shares
    Change vs previous 13F +4,107 shares

    0.5% of the 13F portfolio, value $1,184,926.

    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 11,909 shares
    Change vs previous 13F +1,886 shares

    0.38% of the 13F portfolio, value $855,841.

    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 10,023 shares
    Change vs previous 13F +2,652 shares

    0.32% of the 13F portfolio, value $672,342.

    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 7,371 shares
    Change vs previous 13F +1,193 shares

    0.24% of the 13F portfolio, value $451,729.

    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 6,178 shares
    Change vs previous 13F +2,276 shares

    0.21% of the 13F portfolio, value $385,916.

    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 3,902 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $247,647.

    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).