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Jentner Corp: DFIV position timeline

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

Jentner Corp held 21,328 DFIV shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 21,328 shares
    Change vs previous 13F -21,913 shares

    0.24% of the 13F portfolio, value $913,471.

    13F-HR 0001172661-25-002627 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 43,241 shares
    Change vs previous 13F -11,119 shares

    0.51% of the 13F portfolio, value $1,701,970.

    13F-HR 0001172661-25-002024 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 54,360 shares
    Change vs previous 13F -145 shares

    0.56% of the 13F portfolio, value $1,928,707.

    13F-HR 0001172661-25-001023 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 54,505 shares
    Change vs previous 13F -154 shares

    0.64% of the 13F portfolio, value $2,075,554.

    13F-HR 0001172661-24-004883 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 54,659 shares
    Change vs previous 13F +106 shares

    0.65% of the 13F portfolio, value $1,964,446.

    13F-HR 0001172661-24-003476 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 54,553 shares
    Change vs previous 13F +18 shares

    0.7% of the 13F portfolio, value $2,004,839.

    13F-HR 0001172661-24-002378 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 54,535 shares
    Change vs previous 13F -1,369 shares

    0.72% of the 13F portfolio, value $1,873,820.

    13F-HR 0001172661-24-001564 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 55,904 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,823,591.

    13F-HR 0001172661-23-003824 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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