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BENNINGFIELD FINANCIAL ADVISORS, LLC: DFIV position timeline

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

BENNINGFIELD FINANCIAL ADVISORS, LLC held 91,102 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,102 shares
    Change vs previous 13F -2,715 shares

    3.65% of the 13F portfolio, value $4,921,331.

    13F-HR 0002053653-26-000005 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 93,817 shares
    Change vs previous 13F -1,878 shares

    3.91% of the 13F portfolio, value $4,951,662.

    13F-HR 0002053653-26-000003 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 95,695 shares
    Change vs previous 13F -2,684 shares

    3.74% of the 13F portfolio, value $4,775,181.

    13F-HR 0002053653-26-000001 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 98,379 shares
    Change vs previous 13F +1,891 shares

    3.58% of the 13F portfolio, value $4,537,240.

    13F-HR 0002053653-25-000002 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 96,488 shares
    Change vs previous 13F -2,166 shares

    3.57% of the 13F portfolio, value $4,132,582.

    13F-HR 0001085146-25-004507 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 98,654 shares
    Change vs previous 13F -143 shares

    3.73% of the 13F portfolio, value $3,883,022.

    13F-HR 0001085146-25-002645 filed by BENNINGFIELD FINANCIAL ADVISORS, 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 98,797 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $3,505,318.

    13F-HR 0001085146-25-000725 filed by BENNINGFIELD FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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