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Disclosery

Kaye Capital Management: DFIV position timeline

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

Kaye Capital Management held 17,388 DFIV shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 17,388 shares
    Change vs previous 13F -8,918 shares

    0.29% of the 13F portfolio, value $744,721.

    13F-HR 0001111797-25-000006 filed by Kaye Capital Management
    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 26,306 shares
    Change vs previous 13F +75 shares

    0.42% of the 13F portfolio, value $1,035,388.

    13F-HR 0001111797-25-000004 filed by Kaye Capital Management
    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 26,231 shares
    Change vs previous 13F +207 shares

    0.42% of the 13F portfolio, value $930,669.

    13F-HR 0001111797-25-000002 filed by Kaye Capital Management
    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 26,024 shares
    Change vs previous 13F -912 shares

    0.4% of the 13F portfolio, value $991,011.

    13F-HR 0001111797-24-000007 filed by Kaye Capital Management
    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 26,936 shares
    Change vs previous 13F -2,312 shares

    0.41% of the 13F portfolio, value $968,084.

    13F-HR 0001111797-24-000006 filed by Kaye Capital Management
    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 29,248 shares
    Change vs previous 13F -10,473 shares

    0.47% of the 13F portfolio, value $1,074,846.

    13F-HR 0001111797-24-000004 filed by Kaye Capital Management
    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 39,721 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,330,649.

    13F-HR 0001111797-24-000002 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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