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Beckerman Institutional, LLC: DFIV position timeline

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

Beckerman Institutional, LLC held 80,389 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 80,389 shares
    Change vs previous 13F +4,021 shares

    2.07% of the 13F portfolio, value $4,342,662.

    13F-HR 0002043468-26-000003 filed by Beckerman Institutional, 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 76,368 shares
    Change vs previous 13F +4,657 shares

    2.14% of the 13F portfolio, value $4,030,695.

    13F-HR 0002043468-26-000002 filed by Beckerman Institutional, 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 71,711 shares
    Change vs previous 13F +3,591 shares

    2.01% of the 13F portfolio, value $3,578,406.

    13F-HR 0002043468-26-000001 filed by Beckerman Institutional, 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 68,120 shares
    Change vs previous 13F +4,916 shares

    1.85% of the 13F portfolio, value $3,141,696.

    13F-HR 0002043468-25-000006 filed by Beckerman Institutional, 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 63,204 shares
    Change vs previous 13F +11,303 shares

    1.8% of the 13F portfolio, value $2,707,000.

    13F-HR 0002043468-25-000004 filed by Beckerman Institutional, 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 51,901 shares
    Change vs previous 13F +18,937 shares

    1.48% of the 13F portfolio, value $2,043,000.

    13F-HR 0002043468-25-000003 filed by Beckerman Institutional, 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 32,964 shares
    Change vs previous 13F +23,645 shares

    0.94% of the 13F portfolio, value $1,170,000.

    13F-HR 0002043468-25-000001 filed by Beckerman Institutional, 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 9,319 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $355,000.

    13F-HR 0002043468-24-000001 filed by Beckerman Institutional, LLC
    Filed (acceptance time not in the bulk data set), ingested

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