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L.K. Benson & Company, P.C.: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on DFIV, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 77,970 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,970 shares
    Change vs previous 13F +857 shares

    1.27% of the 13F portfolio, value $4,211,866.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 77,113 shares
    Change vs previous 13F +143 shares

    1.35% of the 13F portfolio, value $4,070,013.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 76,970 shares
    Change vs previous 13F +365 shares

    1.93% of the 13F portfolio, value $3,840,767.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 76,605 shares
    Change vs previous 13F +441 shares

    1.9% of the 13F portfolio, value $3,532,999.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 76,164 shares
    Change vs previous 13F +834 shares

    2% of the 13F portfolio, value $3,262,164.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 75,330 shares
    Change vs previous 13F +844 shares

    2.05% of the 13F portfolio, value $2,965,044.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 74,486 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,642,749.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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