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Lauterbach Financial Advisors, LLC: DFIV position timeline

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

Lauterbach Financial Advisors, LLC held 259,530 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,530 shares
    Change vs previous 13F -1,734 shares

    6.03% of the 13F portfolio, value $14,019,814.

    13F-HR 0001909828-26-000003 filed by Lauterbach Financial Advisors, 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 261,264 shares
    Change vs previous 13F -7,942 shares

    6.73% of the 13F portfolio, value $13,789,529.

    13F-HR 0001909828-26-000002 filed by Lauterbach Financial Advisors, 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 269,206 shares
    Change vs previous 13F +1,641 shares

    6.57% of the 13F portfolio, value $13,433,396.

    13F-HR 0001909828-26-000001 filed by Lauterbach Financial Advisors, 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 267,565 shares
    Change vs previous 13F -3,754 shares

    6.2% of the 13F portfolio, value $12,340,078.

    13F-HR 0001909828-25-000008 filed by Lauterbach Financial Advisors, 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 271,319 shares
    Change vs previous 13F +1,073 shares

    6.39% of the 13F portfolio, value $11,620,589.

    13F-HR 0001909828-25-000006 filed by Lauterbach Financial Advisors, 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 270,246 shares
    Change vs previous 13F -3,533 shares

    6.63% of the 13F portfolio, value $10,636,879.

    13F-HR 0001909828-25-000004 filed by Lauterbach Financial Advisors, 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 273,779 shares
    Change vs previous 13F -1,400 shares

    5.89% of the 13F portfolio, value $9,713,691.

    13F-HR 0001909828-25-000001 filed by Lauterbach Financial Advisors, 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 275,179 shares
    Change vs previous 13F not available

    6.37% of the 13F portfolio, value $10,478,830.

    13F-HR 0001909828-24-000005 filed by Lauterbach Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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