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Disclosery

Shore Point Advisors, LLC: DFIS position timeline

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

Shore Point Advisors, LLC held 621,981 DFIS 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 621,981 shares
    Change vs previous 13F +44,009 shares

    7.45% of the 13F portfolio, value $21,788,025.

    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 577,972 shares
    Change vs previous 13F +233,490 shares

    7.69% of the 13F portfolio, value $19,460,341.

    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 344,482 shares
    Change vs previous 13F +277,360 shares

    4.8% of the 13F portfolio, value $11,347,250.

    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 67,122 shares
    Change vs previous 13F +26,741 shares

    0.94% of the 13F portfolio, value $2,123,077.

    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 40,381 shares
    Change vs previous 13F +631 shares

    0.58% of the 13F portfolio, value $1,204,985.

    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 39,750 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,027,154.

    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).