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Disclosery

Shore Point Advisors, LLC: DFSD position timeline

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

Shore Point Advisors, LLC held 87,024 DFSD 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 87,024 shares
    Change vs previous 13F -2,262 shares

    1.42% of the 13F portfolio, value $4,155,397.

    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 89,286 shares
    Change vs previous 13F +718 shares

    1.69% of the 13F portfolio, value $4,275,057.

    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 88,568 shares
    Change vs previous 13F +20,583 shares

    1.8% of the 13F portfolio, value $4,246,860.

    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 67,985 shares
    Change vs previous 13F +23,514 shares

    1.45% of the 13F portfolio, value $3,276,226.

    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 44,471 shares
    Change vs previous 13F +2,395 shares

    1.03% of the 13F portfolio, value $2,135,062.

    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 42,076 shares
    Change vs previous 13F +5,031 shares

    1.06% of the 13F portfolio, value $1,999,457.

    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 37,045 shares
    Change vs previous 13F +3,166 shares

    0.93% of the 13F portfolio, value $1,736,694.

    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 33,879 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,617,384.

    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).