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Disclosery

Generations Wealth, LLC: DFIV position timeline

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

Generations Wealth, LLC held 7,432 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,432 shares
    Change vs previous 13F +983 shares

    0.38% of the 13F portfolio, value $401,489.

    13F-HR 0002070529-26-000006 filed by Generations Wealth, 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 6,449 shares
    Change vs previous 13F -78 shares

    0.33% of the 13F portfolio, value $340,356.

    13F-HR 0002070529-26-000005 filed by Generations Wealth, 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 6,527 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $325,707.

    13F-HR 0002070529-26-000001 filed by Generations Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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