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DeLarme Wealth Management, Inc.: DFIV position timeline

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

DeLarme Wealth Management, Inc. held 108,113 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,113 shares
    Change vs previous 13F -3,361 shares

    3.39% of the 13F portfolio, value $5,840,261.

    13F-HR 0001754960-26-000719 filed by DeLarme Wealth Management, Inc.
    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 111,474 shares
    Change vs previous 13F -1,243 shares

    3.79% of the 13F portfolio, value $5,883,580.

    13F-HR 0001754960-26-000317 filed by DeLarme Wealth Management, Inc.
    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 112,717 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $5,624,559.

    13F-HR 0001754960-26-000112 filed by DeLarme Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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