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Golden Bell Financial Planning LLC: DFIV position timeline

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

Golden Bell Financial Planning LLC held 9,137 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,137 shares
    Change vs previous 13F +7 shares

    0.36% of the 13F portfolio, value $493,581.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning 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 9,130 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $481,881.

    13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning 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 9,130 shares
    Change vs previous 13F +311 shares

    0.38% of the 13F portfolio, value $455,587.

    13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning 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 8,819 shares
    Change vs previous 13F -398 shares

    0.35% of the 13F portfolio, value $406,732.

    13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning 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 9,217 shares
    Change vs previous 13F +73 shares

    0.37% of the 13F portfolio, value $394,764.

    13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning 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 9,144 shares
    Change vs previous 13F +209 shares

    0.35% of the 13F portfolio, value $359,908.

    13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning 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 8,935 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $317,014.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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