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
- period ended2026-06-3013F 77,970 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,113 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 76,970 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 76,605 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 76,164 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 75,330 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 74,486 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).