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Bedel Financial Consulting, Inc.: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bedel Financial Consulting, Inc. on DFIV, newest first. How the timeline and the estimate are built.

Bedel Financial Consulting, Inc. held 87,003 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,003 shares
    Change vs previous 13F -415 shares

    0.45% of the 13F portfolio, value $4,699,888.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 87,418 shares
    Change vs previous 13F +2 shares

    0.53% of the 13F portfolio, value $4,613,917.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 87,416 shares
    Change vs previous 13F +998 shares

    0.47% of the 13F portfolio, value $4,362,065.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    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 86,418 shares
    Change vs previous 13F +977 shares

    0.51% of the 13F portfolio, value $3,985,607.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    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 85,441 shares
    Change vs previous 13F +86 shares

    0.5% of the 13F portfolio, value $3,659,445.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    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 85,355 shares
    Change vs previous 13F +2,125 shares

    0.5% of the 13F portfolio, value $3,468,818.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    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 83,230 shares
    Change vs previous 13F +3,288 shares

    0.43% of the 13F portfolio, value $3,120,280.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    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 79,942 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,044,184.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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