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LexAurum Advisors, LLC: DFIV position timeline

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

LexAurum Advisors, LLC held 78,833 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,833 shares
    Change vs previous 13F +2,465 shares

    0.49% of the 13F portfolio, value $4,258,559.

    13F-HR 0001729677-26-000010 filed by LexAurum 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 76,368 shares
    Change vs previous 13F +8,683 shares

    0.52% of the 13F portfolio, value $4,030,703.

    13F-HR 0001729677-26-000005 filed by LexAurum 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 ended2025-09-30
    13F 67,685 shares
    Change vs previous 13F +1,326 shares

    0.44% of the 13F portfolio, value $3,121,637.

    13F-HR 0001729677-25-000010 filed by LexAurum 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 ended2025-06-30
    13F 66,359 shares
    Change vs previous 13F +627 shares

    0.45% of the 13F portfolio, value $2,842,169.

    13F-HR 0001085146-25-003938 filed by LexAurum 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 ended2025-03-31
    13F 65,732 shares
    Change vs previous 13F +2,056 shares

    0.5% of the 13F portfolio, value $2,587,218.

    13F-HR 0001085146-25-002076 filed by LexAurum 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 ended2024-12-31
    13F 63,676 shares
    Change vs previous 13F +6,851 shares

    0.45% of the 13F portfolio, value $2,259,230.

    13F-HR 0001085146-25-000345 filed by LexAurum 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 ended2024-09-30
    13F 56,825 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,163,907.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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