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Disclosery

Navigoe, LLC: DFIV position timeline

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

Navigoe, LLC held 382,374 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,374 shares
    Change vs previous 13F -2,187 shares

    10.8% of the 13F portfolio, value $20,655,000.

    13F-HR 0002056100-26-000003 filed by Navigoe, 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 384,561 shares
    Change vs previous 13F -5,123 shares

    11.99% of the 13F portfolio, value $20,297,000.

    13F-HR 0002056100-26-000002 filed by Navigoe, 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 389,684 shares
    Change vs previous 13F -3,525 shares

    12% of the 13F portfolio, value $19,445,000.

    13F-HR 0002056100-26-000001 filed by Navigoe, 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 393,209 shares
    Change vs previous 13F +2,273 shares

    11.58% of the 13F portfolio, value $18,134,000.

    13F-HR 0002056100-25-000005 filed by Navigoe, 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 390,936 shares
    Change vs previous 13F +326 shares

    12.64% of the 13F portfolio, value $16,743,000.

    13F-HR 0002056100-25-000003 filed by Navigoe, 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 390,610 shares
    Change vs previous 13F -550 shares

    13.31% of the 13F portfolio, value $15,374,000.

    13F-HR 0001842974-25-000014 filed by Navigoe, 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 391,160 shares
    Change vs previous 13F not available

    13.55% of the 13F portfolio, value $13,878,000.

    13F-HR 0002056100-25-000001 filed by Navigoe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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