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Spectrum Investment Advisors, Inc.: DFAU position timeline

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

Spectrum Investment Advisors, Inc. held 620,035 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 620,035 shares
    Change vs previous 13F -26,390 shares

    13.1% of the 13F portfolio, value $32,049,599.

    13F-HR 0000892712-26-000324 filed by Spectrum Investment Advisors, Inc.
    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 646,425 shares
    Change vs previous 13F +25,365 shares

    14.49% of the 13F portfolio, value $29,166,718.

    13F-HR 0000892712-26-000212 filed by Spectrum Investment Advisors, Inc.
    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 621,060 shares
    Change vs previous 13F -4,859 shares

    14.57% of the 13F portfolio, value $29,065,588.

    13F-HR 0000892712-26-000048 filed by Spectrum Investment Advisors, Inc.
    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 625,919 shares
    Change vs previous 13F -1,901 shares

    15.51% of the 13F portfolio, value $28,642,064.

    13F-HR 0000892712-25-000134 filed by Spectrum Investment Advisors, Inc.
    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 627,820 shares
    Change vs previous 13F +23,990 shares

    15.42% of the 13F portfolio, value $26,594,438.

    13F-HR 0000892712-25-000085 filed by Spectrum Investment Advisors, Inc.
    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 603,830 shares
    Change vs previous 13F +4,999 shares

    14.98% of the 13F portfolio, value $23,211,242.

    13F-HR 0000892712-25-000057 filed by Spectrum Investment Advisors, Inc.
    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 598,831 shares
    Change vs previous 13F +5,709 shares

    16.18% of the 13F portfolio, value $24,246,659.

    13F-HR 0000892712-25-000015 filed by Spectrum Investment Advisors, Inc.
    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 593,122 shares
    Change vs previous 13F not available

    16.14% of the 13F portfolio, value $23,541,027.

    13F-HR 0000892712-24-000121 filed by Spectrum Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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