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TOBIAS FINANCIAL ADVISORS, INC.: DLN position timeline

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

TOBIAS FINANCIAL ADVISORS, INC. held 61,735 DLN 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 61,735 shares
    Change vs previous 13F +321 shares

    0.76% of the 13F portfolio, value $5,946,296.

    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 61,414 shares
    Change vs previous 13F -5,471 shares

    0.76% of the 13F portfolio, value $5,486,099.

    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 66,885 shares
    Change vs previous 13F +8 shares

    0.83% of the 13F portfolio, value $5,891,235.

    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 66,877 shares
    Change vs previous 13F -995 shares

    0.88% of the 13F portfolio, value $5,820,322.

    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 67,872 shares
    Change vs previous 13F -5,373 shares

    0.95% of the 13F portfolio, value $5,575,041.

    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 73,245 shares
    Change vs previous 13F -3,962 shares

    1.13% of the 13F portfolio, value $5,813,471.

    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 77,207 shares
    Change vs previous 13F -4,367 shares

    1.21% of the 13F portfolio, value $6,005,930.

    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 81,574 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $6,408,425.

    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).