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Tranquilli Financial Advisor LLC: DFAX position timeline

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

Tranquilli Financial Advisor LLC held 298,082 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,082 shares
    Change vs previous 13F +13,651 shares

    5.91% of the 13F portfolio, value $10,981,341.

    13F-HR 0001214659-26-009764 filed by Tranquilli Financial Advisor 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 284,431 shares
    Change vs previous 13F +12,192 shares

    5.64% of the 13F portfolio, value $9,662,121.

    13F-HR 0001214659-26-005880 filed by Tranquilli Financial Advisor 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 272,239 shares
    Change vs previous 13F +3,460 shares

    5.17% of the 13F portfolio, value $8,910,382.

    13F-HR 0001214659-26-000854 filed by Tranquilli Financial Advisor 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 268,779 shares
    Change vs previous 13F +20,698 shares

    4.98% of the 13F portfolio, value $8,434,285.

    13F-HR 0001214659-25-015582 filed by Tranquilli Financial Advisor 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 248,081 shares
    Change vs previous 13F +20,342 shares

    4.51% of the 13F portfolio, value $7,286,139.

    13F-HR 0001214659-25-011974 filed by Tranquilli Financial Advisor 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 227,739 shares
    Change vs previous 13F +13,470 shares

    3.78% of the 13F portfolio, value $5,966,762.

    13F-HR 0001214659-25-007387 filed by Tranquilli Financial Advisor 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 214,269 shares
    Change vs previous 13F +2,400 shares

    3.37% of the 13F portfolio, value $5,326,727.

    13F-HR 0001214659-25-001346 filed by Tranquilli Financial Advisor LLC
    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 211,869 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $5,722,582.

    13F-HR 0001214659-24-018965 filed by Tranquilli Financial Advisor LLC
    Filed (acceptance time not in the bulk data set), ingested

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