Balentine LLC: DFIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balentine LLC on DFIV, newest first. How the timeline and the estimate are built.
Balentine LLC held 16,373 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 16,373 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $884,469.
13F-HR 0001398344-26-013694 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,373 sharesChange vs previous 13F -2,942 shares
0.03% of the 13F portfolio, value $864,167.
13F-HR 0001398344-26-007159 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,315 sharesChange vs previous 13F -454 shares
0.04% of the 13F portfolio, value $963,819.
13F-HR 0001398344-26-001814 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,769 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $911,746.
13F-HR 0001398344-25-020500 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).