Skip to content
Disclosery

M Financial Asset Management, Inc.: DFIV position timeline

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

M Financial Asset Management, Inc. held 114,509 DFIV shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 114,509 shares
    Change vs previous 13F -13,130 shares

    19.7% of the 13F portfolio, value $4,068,000.

    13F-HR 0001730083-25-000001 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 127,639 shares
    Change vs previous 13F +8,746 shares

    18.85% of the 13F portfolio, value $4,860,000.

    13F-HR 0001730083-24-000008 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 118,893 shares
    Change vs previous 13F -32,760 shares

    16.47% of the 13F portfolio, value $4,273,000.

    13F-HR 0001730083-24-000006 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 151,653 shares
    Change vs previous 13F +150 shares

    15.51% of the 13F portfolio, value $5,573,000.

    13F-HR 0001730083-24-000003 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 151,503 shares
    Change vs previous 13F -595 shares

    16.43% of the 13F portfolio, value $5,205,000.

    13F-HR 0001730083-24-000002 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 152,098 shares
    Change vs previous 13F -1,053 shares

    16.74% of the 13F portfolio, value $4,961,000.

    13F-HR 0001730083-24-000001 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 153,151 shares
    Change vs previous 13F +16,656 shares

    16.21% of the 13F portfolio, value $5,031,000.

    13F-HR 0001569638-23-000005 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 136,495 shares
    Change vs previous 13F not available

    15.57% of the 13F portfolio, value $4,399,000.

    13F-HR 0001569638-23-000003 filed by M Financial Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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