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Affiance Financial, LLC

SEC CIK
0001723681
Latest filing
Jul 9, 2026

DFS holding history

Discover Financial Services in every 13F filed by Affiance Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of DFS by Affiance Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−3,630−100.0%Sold outHolders
Q4 20233,630$408.0K0.1%+2+0.1%AddedHolders
Q3 20233,628$314.3K0.2%00.0%UnchangedHolders
Q2 20233,628$424.0K0.2%+2+0.1%AddedHolders
Q1 20233,626$358.4K0.2%+10.0%AddedHolders
Q4 20223,625$354.6K0.1%+2+0.1%AddedHolders
Q3 20223,623$329.0K0.2%+10.0%AddedHolders
Q2 20223,622$343.0K0.2%−702−16.2%ReducedHolders
Q1 20224,324$477.0K0.2%+10.0%AddedHolders
Q4 20214,323$500.0K0.2%+10.0%AddedHolders
Q3 20214,322$531.0K0.2%+10.0%AddedHolders
Q2 20214,321$511.0K0.2%+10.0%AddedHolders
Q1 20214,320$410.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.