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Disclosery

Laurel Wealth Planning LLC: DFIV position timeline

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

Laurel Wealth Planning LLC held 176,000 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,000 shares
    Change vs previous 13F +23,377 shares

    4.21% of the 13F portfolio, value $9,507,520.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth 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 152,623 shares
    Change vs previous 13F +42,921 shares

    4.25% of the 13F portfolio, value $8,055,442.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth 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 109,702 shares
    Change vs previous 13F -3,719 shares

    3.03% of the 13F portfolio, value $5,474,130.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth 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 113,421 shares
    Change vs previous 13F -3,887 shares

    2.77% of the 13F portfolio, value $5,230,977.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth 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 117,308 shares
    Change vs previous 13F -2,429 shares

    2.86% of the 13F portfolio, value $5,024,302.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth 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 119,737 shares
    Change vs previous 13F +2,279 shares

    3.13% of the 13F portfolio, value $4,712,849.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth 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 117,458 shares
    Change vs previous 13F +3,007 shares

    2.69% of the 13F portfolio, value $4,167,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 114,451 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $4,358,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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