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Disclosery

Advisory Alpha, LLC: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on DFIV, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 198,674 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,674 shares
    Change vs previous 13F +4,767 shares

    0.26% of the 13F portfolio, value $10,732,470.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 193,907 shares
    Change vs previous 13F +91,227 shares

    0.28% of the 13F portfolio, value $10,234,529.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 102,680 shares
    Change vs previous 13F +4,211 shares

    0.14% of the 13F portfolio, value $5,123,790.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 98,469 shares
    Change vs previous 13F +4,943 shares

    0.13% of the 13F portfolio, value $4,550,299.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 93,526 shares
    Change vs previous 13F +4,922 shares

    0.12% of the 13F portfolio, value $4,005,783.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 88,604 shares
    Change vs previous 13F -2,917 shares

    0.12% of the 13F portfolio, value $3,487,440.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 91,521 shares
    Change vs previous 13F +5,956 shares

    0.12% of the 13F portfolio, value $3,247,197.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 85,565 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,258,315.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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