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Oceanside Advisors LLC: DFIV position timeline

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

Oceanside Advisors LLC held 172,546 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,546 shares
    Change vs previous 13F +4,207 shares

    4.7% of the 13F portfolio, value $9,320,948.

    13F-HR 0002012184-26-000003 filed by Oceanside 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 168,339 shares
    Change vs previous 13F +242 shares

    5.07% of the 13F portfolio, value $8,884,956.

    13F-HR 0002012184-26-000002 filed by Oceanside 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 168,097 shares
    Change vs previous 13F -6,043 shares

    5.08% of the 13F portfolio, value $8,388,016.

    13F-HR 0002012184-26-000001 filed by Oceanside 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 174,140 shares
    Change vs previous 13F -307 shares

    5.02% of the 13F portfolio, value $8,031,327.

    13F-HR 0002012184-25-000007 filed by Oceanside 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 174,447 shares
    Change vs previous 13F -1,718 shares

    5% of the 13F portfolio, value $7,471,581.

    13F-HR 0002012184-25-000006 filed by Oceanside 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 176,165 shares
    Change vs previous 13F +5,637 shares

    5.02% of the 13F portfolio, value $6,933,862.

    13F-HR 0002012184-25-000003 filed by Oceanside 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 170,528 shares
    Change vs previous 13F +8,662 shares

    4.51% of the 13F portfolio, value $6,050,341.

    13F-HR 0002012184-25-000001 filed by Oceanside 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 161,866 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $6,163,846.

    13F-HR 0002012184-24-000006 filed by Oceanside Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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