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Factor Wealth Management LTD: DFIV position timeline

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

Factor Wealth Management LTD held 488,379 DFIV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 488,379 shares
    Change vs previous 13F -11,800 shares

    4.17% of the 13F portfolio, value $27,280,868.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 500,179 shares
    Change vs previous 13F +58,321 shares

    4.08% of the 13F portfolio, value $27,019,651.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 441,858 shares
    Change vs previous 13F +49,199 shares

    4.39% of the 13F portfolio, value $23,321,240.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 392,659 shares
    Change vs previous 13F +26,951 shares

    4.23% of the 13F portfolio, value $19,593,662.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 365,708 shares
    Change vs previous 13F +11,040 shares

    4.22% of the 13F portfolio, value $16,866,460.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 354,668 shares
    Change vs previous 13F +30,981 shares

    4.16% of the 13F portfolio, value $15,190,416.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 323,687 shares
    Change vs previous 13F +15,833 shares

    3.91% of the 13F portfolio, value $12,740,328.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 307,854 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $10,922,675.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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