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Disclosery

WEBSTERROGERS FINANCIAL ADVISORS, LLC: DFUS position timeline

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

WEBSTERROGERS FINANCIAL ADVISORS, LLC held 51,140 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,140 shares
    Change vs previous 13F -204 shares

    1.07% of the 13F portfolio, value $4,190,426.

    13F-HR 0001725547-26-000228 filed by WEBSTERROGERS 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 51,344 shares
    Change vs previous 13F -2,390 shares

    1.04% of the 13F portfolio, value $3,640,815.

    13F-HR 0001725547-26-000130 filed by WEBSTERROGERS 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 53,734 shares
    Change vs previous 13F -1,496 shares

    1.16% of the 13F portfolio, value $3,985,499.

    13F-HR 0001725547-26-000006 filed by WEBSTERROGERS 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 55,230 shares
    Change vs previous 13F -1,054 shares

    1.2% of the 13F portfolio, value $4,000,909.

    13F-HR 0001725547-25-004100 filed by WEBSTERROGERS 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 56,284 shares
    Change vs previous 13F -93 shares

    1.2% of the 13F portfolio, value $3,772,198.

    13F-HR 0001725547-25-003392 filed by WEBSTERROGERS 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 56,377 shares
    Change vs previous 13F -1,351 shares

    1.16% of the 13F portfolio, value $3,409,721.

    13F-HR 0001725547-25-001321 filed by WEBSTERROGERS 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 57,728 shares
    Change vs previous 13F -242 shares

    1.28% of the 13F portfolio, value $3,680,202.

    13F-HR 0001725547-25-000085 filed by WEBSTERROGERS 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 57,970 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,605,775.

    13F-HR 0001725547-24-005911 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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