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Disclosery

Fund Evaluation Group, LLC: DFIV position timeline

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

Fund Evaluation Group, LLC held 58,191 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,191 shares
    Change vs previous 13F -659 shares

    0.08% of the 13F portfolio, value $3,143,478.

    13F-HR 0001420506-26-001466 filed by Fund Evaluation Group, LLC
    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 58,850 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $3,106,103.

    13F-HR 0001420506-26-000854 filed by Fund Evaluation Group, LLC
    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 58,850 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $2,936,615.

    13F-HR 0001420506-26-000294 filed by Fund Evaluation Group, LLC
    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 58,851 shares
    Change vs previous 13F +32 shares

    0.1% of the 13F portfolio, value $2,714,201.

    13F-HR 0001420506-25-003080 filed by Fund Evaluation Group, LLC
    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 58,819 shares
    Change vs previous 13F -17,706 shares

    0.1% of the 13F portfolio, value $2,519,217.

    13F-HR 0001420506-25-001768 filed by Fund Evaluation Group, LLC
    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 76,525 shares
    Change vs previous 13F +26 shares

    0.13% of the 13F portfolio, value $3,012,036.

    13F-HR 0001420506-25-000826 filed by Fund Evaluation Group, LLC
    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 76,499 shares
    Change vs previous 13F +73 shares

    0.13% of the 13F portfolio, value $2,714,181.

    13F-HR 0001420506-25-000306 filed by Fund Evaluation Group, LLC
    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 76,426 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,910,000.

    13F-HR 0001356249-24-000008 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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