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TOBIAS FINANCIAL ADVISORS, INC.: DFLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on DFLV, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 715,031 DFLV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 715,031 shares
    Change vs previous 13F +23,840 shares

    3.59% of the 13F portfolio, value $28,272,326.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL 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 691,191 shares
    Change vs previous 13F +91,213 shares

    3.44% of the 13F portfolio, value $24,682,427.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL 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 599,978 shares
    Change vs previous 13F +75,203 shares

    2.9% of the 13F portfolio, value $20,525,234.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL 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 524,775 shares
    Change vs previous 13F +66,932 shares

    2.62% of the 13F portfolio, value $17,265,104.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL 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 457,843 shares
    Change vs previous 13F -16,201 shares

    2.43% of the 13F portfolio, value $14,202,303.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL 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 474,044 shares
    Change vs previous 13F +39,066 shares

    2.81% of the 13F portfolio, value $14,491,529.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL 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 434,978 shares
    Change vs previous 13F +33,934 shares

    2.63% of the 13F portfolio, value $13,062,395.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL 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 401,044 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $12,356,179.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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