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Aerodigm Wealth, LLC: DFIV position timeline

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

Aerodigm Wealth, LLC held 64,310 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,310 shares
    Change vs previous 13F -2,575 shares

    1.18% of the 13F portfolio, value $3,474,041.

    13F-HR 0001725547-26-000268 filed by Aerodigm Wealth, 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 66,885 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $3,530,204.

    13F-HR 0001725547-26-000146 filed by Aerodigm Wealth, 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/A 66,885 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $3,337,575.

    13F-HR/A 0001725547-26-000145 filed by Aerodigm Wealth, 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 66,885 shares
    Change vs previous 13F -3,604 shares

    1.3% of the 13F portfolio, value $3,095,450.

    13F-HR 0001725547-25-004217 filed by Aerodigm Wealth, 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 70,489 shares
    Change vs previous 13F -756 shares

    1.45% of the 13F portfolio, value $3,019,055.

    13F-HR 0001725547-25-003570 filed by Aerodigm Wealth, 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 71,245 shares
    Change vs previous 13F -149 shares

    1.56% of the 13F portfolio, value $2,804,213.

    13F-HR 0001725547-25-002048 filed by Aerodigm Wealth, 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 71,394 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $2,533,068.

    13F-HR 0001725547-25-000363 filed by Aerodigm Wealth, 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 71,394 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,718,693.

    13F-HR 0001725547-24-006349 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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