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Coston, McIsaac & Partners: DFIVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coston, McIsaac & Partners on DFIVX, newest first. How the timeline and the estimate are built.

Coston, McIsaac & Partners held 2,372 DFIVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,372 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $73,000.

    13F-HR 0001945037-26-000003 filed by Coston, McIsaac & Partners
    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 2,345 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $70,000.

    13F-HR 0001945037-26-000002 filed by Coston, McIsaac & Partners
    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 2,341 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $66,000.

    13F-HR 0001945037-26-000001 filed by Coston, McIsaac & Partners
    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 2,295 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $61,000.

    13F-HR 0001945037-25-000005 filed by Coston, McIsaac & Partners
    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 2,276 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $56,000.

    13F-HR 0001945037-25-000004 filed by Coston, McIsaac & Partners
    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 2,243 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $51,000.

    13F-HR 0001945037-25-000003 filed by Coston, McIsaac & Partners
    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 2,239 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $46,000.

    13F-HR 0001945037-25-000001 filed by Coston, McIsaac & Partners
    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 2,217 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $49,000.

    13F-HR 0001945037-24-000004 filed by Coston, McIsaac & Partners
    Filed (acceptance time not in the bulk data set), ingested

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