Skip to content
Disclosery

Certified Advisory Corp: DFIV position timeline

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

Certified Advisory Corp held 152,878 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,878 shares
    Change vs previous 13F -505 shares

    0.67% of the 13F portfolio, value $8,258,474.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 153,383 shares
    Change vs previous 13F +2,073 shares

    0.73% of the 13F portfolio, value $8,095,546.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 151,310 shares
    Change vs previous 13F +6,045 shares

    0.69% of the 13F portfolio, value $7,550,377.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 145,265 shares
    Change vs previous 13F +8,078 shares

    0.64% of the 13F portfolio, value $6,699,599.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 137,187 shares
    Change vs previous 13F +12,007 shares

    0.61% of the 13F portfolio, value $5,875,719.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 125,180 shares
    Change vs previous 13F +3,286 shares

    0.56% of the 13F portfolio, value $4,927,085.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 121,894 shares
    Change vs previous 13F +6,480 shares

    0.47% of the 13F portfolio, value $4,324,799.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 115,414 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,394,965.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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