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Strategent Financial, LLC: DFAT position timeline

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

Strategent Financial, LLC held 51,529 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,529 shares
    Change vs previous 13F +40 shares

    2.07% of the 13F portfolio, value $3,601,878.

    13F-HR 0002052737-26-000003 filed by Strategent Financial, 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 51,489 shares
    Change vs previous 13F +1,856 shares

    2.18% of the 13F portfolio, value $3,215,489.

    13F-HR 0002052737-26-000002 filed by Strategent Financial, 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 49,633 shares
    Change vs previous 13F +3,916 shares

    1.87% of the 13F portfolio, value $2,955,149.

    13F-HR 0002052737-26-000001 filed by Strategent Financial, 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 45,717 shares
    Change vs previous 13F +1,394 shares

    1.9% of the 13F portfolio, value $2,661,187.

    13F-HR 0002052737-25-000006 filed by Strategent Financial, 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 44,323 shares
    Change vs previous 13F +5,302 shares

    1.87% of the 13F portfolio, value $2,391,670.

    13F-HR 0002052737-25-000005 filed by Strategent Financial, 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 39,021 shares
    Change vs previous 13F +4,761 shares

    1.82% of the 13F portfolio, value $2,009,192.

    13F-HR 0002052737-25-000002 filed by Strategent Financial, 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 34,260 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $1,906,912.

    13F-HR 0002052737-25-000001 filed by Strategent Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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