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Disclosery

Ellenbecker Investment Group: DFIV position timeline

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

Ellenbecker Investment Group held 18,747 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,747 shares
    Change vs previous 13F -710 shares

    0.12% of the 13F portfolio, value $1,012,759.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 19,457 shares
    Change vs previous 13F -95 shares

    0.14% of the 13F portfolio, value $1,026,960.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 19,552 shares
    Change vs previous 13F +97 shares

    0.14% of the 13F portfolio, value $975,669.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 19,455 shares
    Change vs previous 13F +56 shares

    0.13% of the 13F portfolio, value $897,279.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 19,399 shares
    Change vs previous 13F +220 shares

    0.13% of the 13F portfolio, value $830,875.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 19,179 shares
    Change vs previous 13F -600 shares

    0.14% of the 13F portfolio, value $754,921.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 19,779 shares
    Change vs previous 13F -1,272 shares

    0.13% of the 13F portfolio, value $701,787.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 21,051 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $801,638.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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