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Disclosery

Applied Capital LLC: DXIV position timeline

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

Applied Capital LLC held 7,703 DXIV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,703 shares
    Change vs previous 13F +928 shares

    0.17% of the 13F portfolio, value $539,221.

    13F-HR 0001862965-26-000006 filed by Applied Capital 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 6,775 shares
    Change vs previous 13F +327 shares

    0.17% of the 13F portfolio, value $457,573.

    13F-HR 0001862965-26-000004 filed by Applied Capital 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 6,448 shares
    Change vs previous 13F +262 shares

    0.16% of the 13F portfolio, value $419,571.

    13F-HR 0001862965-26-000002 filed by Applied Capital 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 6,186 shares
    Change vs previous 13F +439 shares

    0.15% of the 13F portfolio, value $380,625.

    13F-HR 0001862965-25-000010 filed by Applied Capital 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 5,747 shares
    Change vs previous 13F -164 shares

    0.15% of the 13F portfolio, value $333,652.

    13F-HR 0001862965-25-000008 filed by Applied Capital 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 5,911 shares
    Change vs previous 13F +65 shares

    0.15% of the 13F portfolio, value $306,693.

    13F-HR 0001862965-25-000006 filed by Applied Capital 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 5,846 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $281,033.

    13F-HR 0001862965-25-000002 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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