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True Link Financial Advisors, LLC: DFAE position timeline

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

True Link Financial Advisors, LLC held 1,851,959 DFAE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,851,959 shares
    Change vs previous 13F +32,908 shares

    4.31% of the 13F portfolio, value $74,467,254.

    13F-HR/A 0001846236-26-000006 filed by True Link 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/A 1,819,051 shares
    Change vs previous 13F +40,221 shares

    3.8% of the 13F portfolio, value $61,593,053.

    13F-HR/A 0001846236-26-000003 filed by True Link 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 1,778,830 shares
    Change vs previous 13F +22,580 shares

    3.52% of the 13F portfolio, value $57,936,479.

    13F-HR 0001846236-26-000001 filed by True Link 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 1,756,250 shares
    Change vs previous 13F +41,780 shares

    3.56% of the 13F portfolio, value $55,374,549.

    13F-HR 0001846236-25-000009 filed by True Link 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 1,714,470 shares
    Change vs previous 13F +64,795 shares

    3.43% of the 13F portfolio, value $49,633,894.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, 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 1,649,675 shares
    Change vs previous 13F +218,775 shares

    3.19% of the 13F portfolio, value $42,710,075.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, 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 1,430,900 shares
    Change vs previous 13F -123,047 shares

    3.05% of the 13F portfolio, value $36,301,922.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, 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 1,553,947 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $42,593,676.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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