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Disclosery

Carlson Capital Management: DFIV position timeline

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

Carlson Capital Management held 104,963 DFIV shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 104,963 shares
    Change vs previous 13F +12,468 shares

    0.16% of the 13F portfolio, value $3,724,099.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 92,495 shares
    Change vs previous 13F +7,315 shares

    0.15% of the 13F portfolio, value $3,522,192.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 85,180 shares
    Change vs previous 13F -141 shares

    0.14% of the 13F portfolio, value $3,061,353.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 85,321 shares
    Change vs previous 13F -634,280 shares

    0.15% of the 13F portfolio, value $3,135,530.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 719,601 shares
    Change vs previous 13F +3,404 shares

    1.27% of the 13F portfolio, value $24,725,498.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 716,197 shares
    Change vs previous 13F -3,828 shares

    1.38% of the 13F portfolio, value $23,362,344.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 720,025 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $23,652,819.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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