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TPG Financial Advisors, LLC: DMBS position timeline

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

TPG Financial Advisors, LLC held 320,754 DMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,754 shares
    Change vs previous 13F +12,492 shares

    4.7% of the 13F portfolio, value $15,745,654.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 308,262 shares
    Change vs previous 13F +7,942 shares

    4.95% of the 13F portfolio, value $15,221,978.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 300,320 shares
    Change vs previous 13F +66,817 shares

    4.98% of the 13F portfolio, value $14,912,391.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, 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 233,503 shares
    Change vs previous 13F +34,273 shares

    4.32% of the 13F portfolio, value $11,600,429.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, 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 199,230 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $9,776,216.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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