Wallace Advisory Group, LLC: DFAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wallace Advisory Group, LLC on DFAC, newest first. How the timeline and the estimate are built.
Wallace Advisory Group, LLC held 9,729 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 9,729 sharesChange vs previous 13F +24 shares
0.41% of the 13F portfolio, value $431,566.
13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,705 sharesChange vs previous 13F +25 shares
0.4% of the 13F portfolio, value $377,133.
13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,680 sharesChange vs previous 13F +49 shares
0.4% of the 13F portfolio, value $383,246.
13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,631 sharesChange vs previous 13F +28 shares
0.28% of the 13F portfolio, value $345,191.
13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,603 sharesChange vs previous 13F +24 shares
0.23% of the 13F portfolio, value $316,792.
13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,579 sharesChange vs previous 13F +28 shares
0.23% of the 13F portfolio, value $331,335.
13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,551 sharesChange vs previous 13F +26 shares
0.23% of the 13F portfolio, value $327,517.
13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,525 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $307,089.
13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).