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Ariadne Wealth Management, LP: DFIV position timeline

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

Ariadne Wealth Management, LP held 76,904 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,904 shares
    Change vs previous 13F -732 shares

    1.84% of the 13F portfolio, value $4,154,330.

    13F-HR 0002034793-26-000003 filed by Ariadne Wealth Management, LP
    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 77,636 shares
    Change vs previous 13F -361 shares

    1.84% of the 13F portfolio, value $4,097,653.

    13F-HR 0002034793-26-000002 filed by Ariadne Wealth Management, LP
    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 77,997 shares
    Change vs previous 13F -229 shares

    1.78% of the 13F portfolio, value $4,306,190.

    13F-HR 0002034793-26-000001 filed by Ariadne Wealth Management, LP
    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 78,226 shares
    Change vs previous 13F -881 shares

    1.68% of the 13F portfolio, value $3,746,252.

    13F-HR 0002034793-25-000011 filed by Ariadne Wealth Management, LP
    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 79,107 shares
    Change vs previous 13F -39,127 shares

    1.71% of the 13F portfolio, value $3,580,387.

    13F-HR 0002034793-25-000005 filed by Ariadne Wealth Management, LP
    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 118,234 shares
    Change vs previous 13F -42 shares

    2.52% of the 13F portfolio, value $4,820,409.

    13F-HR 0002034793-25-000002 filed by Ariadne Wealth Management, LP
    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 118,276 shares
    Change vs previous 13F +25,815 shares

    2.05% of the 13F portfolio, value $4,474,378.

    13F-HR 0002034793-25-000001 filed by Ariadne Wealth Management, LP
    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 92,461 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,456,183.

    13F-HR 0002034793-24-000003 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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