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Disclosery

Burk Holdings LLC: DFIV position timeline

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

Burk Holdings LLC held 92,852 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 92,852 shares
    Change vs previous 13F +669 shares

    1.85% of the 13F portfolio, value $5,015,872.

    13F-HR 0002079815-26-000003 filed by Burk Holdings 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 92,183 shares
    Change vs previous 13F -538 shares

    2.09% of the 13F portfolio, value $4,865,424.

    13F-HR 0002079815-26-000002 filed by Burk Holdings 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 92,721 shares
    Change vs previous 13F -1,968 shares

    2.21% of the 13F portfolio, value $4,626,783.

    13F-HR 0002079815-26-000001 filed by Burk Holdings 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 94,689 shares
    Change vs previous 13F +2,019 shares

    2.33% of the 13F portfolio, value $4,367,062.

    13F-HR 0002079815-25-000004 filed by Burk Holdings 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 92,670 shares
    Change vs previous 13F +1,504 shares

    2.49% of the 13F portfolio, value $3,969,061.

    13F-HR 0002079815-25-000001 filed by Burk Holdings 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 91,166 shares
    Change vs previous 13F +16,186 shares

    2.71% of the 13F portfolio, value $3,588,298.

    13F-HR 0002079815-25-000002 filed by Burk Holdings 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 74,980 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,660,303.

    13F-HR 0002079815-25-000003 filed by Burk Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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