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Sincerus Advisory, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sincerus Advisory, LLC on DFAE, newest first. How the timeline and the estimate are built.

Sincerus Advisory, LLC held 15,350 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,350 shares
    Change vs previous 13F +2,485 shares

    0.39% of the 13F portfolio, value $603,412.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,865 shares
    Change vs previous 13F +902 shares

    0.35% of the 13F portfolio, value $517,305.

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, 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 11,963 shares
    Change vs previous 13F +227 shares

    0.31% of the 13F portfolio, value $405,076.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, 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 11,736 shares
    Change vs previous 13F -9 shares

    0.31% of the 13F portfolio, value $382,249.

    13F-HR 0002050968-26-000001 filed by Sincerus Advisory, 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 11,745 shares
    Change vs previous 13F +188 shares

    0.32% of the 13F portfolio, value $370,310.

    13F-HR 0002050968-25-000002 filed by Sincerus Advisory, 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 11,557 shares
    Change vs previous 13F +156 shares

    0.32% of the 13F portfolio, value $344,064.

    13F-HR 0001754960-25-000484 filed by Sincerus Advisory, 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 11,401 shares
    Change vs previous 13F +32 shares

    0.31% of the 13F portfolio, value $295,174.

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, 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 11,369 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $288,431.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).