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Corus Family Wealth Advisors: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corus Family Wealth Advisors on DFIV, newest first. How the timeline and the estimate are built.

Corus Family Wealth Advisors held 74,062 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 74,062 shares
    Change vs previous 13F +4,851 shares

    2.75% of the 13F portfolio, value $4,000,809.

    13F-HR 0001894830-26-000003 filed by Corus Family Wealth Advisors
    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 69,211 shares
    Change vs previous 13F +5,376 shares

    2.97% of the 13F portfolio, value $3,652,933.

    13F-HR 0001894830-26-000002 filed by Corus Family Wealth Advisors
    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 63,835 shares
    Change vs previous 13F -12,734 shares

    2.54% of the 13F portfolio, value $3,185,389.

    13F-HR 0001894830-26-000001 filed by Corus Family Wealth Advisors
    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 76,569 shares
    Change vs previous 13F +3,013 shares

    2.6% of the 13F portfolio, value $3,531,370.

    13F-HR 0001894830-25-000007 filed by Corus Family Wealth Advisors
    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 73,556 shares
    Change vs previous 13F +2,655 shares

    2.23% of the 13F portfolio, value $3,150,396.

    13F-HR 0001894830-25-000005 filed by Corus Family Wealth Advisors
    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 70,901 shares
    Change vs previous 13F +7,512 shares

    1.91% of the 13F portfolio, value $2,790,647.

    13F-HR 0001894830-25-000004 filed by Corus Family Wealth Advisors
    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 63,389 shares
    Change vs previous 13F +2,519 shares

    1.51% of the 13F portfolio, value $2,249,027.

    13F-HR 0001894830-25-000001 filed by Corus Family Wealth Advisors
    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 60,870 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,317,921.

    13F-HR 0001894830-24-000005 filed by Corus Family Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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