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Disclosery

Pacific Asset Management, LLC: DFIV position timeline

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

Pacific Asset Management, LLC held 44,035 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 44,035 shares
    Change vs previous 13F +495 shares

    1.17% of the 13F portfolio, value $2,378,745.

    13F-HR 0002085853-26-000872 filed by Pacific Asset Management, 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 43,540 shares
    Change vs previous 13F -2,216 shares

    1.28% of the 13F portfolio, value $2,298,068.

    13F-HR 0002085853-26-000547 filed by Pacific Asset Management, 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 45,756 shares
    Change vs previous 13F -4,541 shares

    1.37% of the 13F portfolio, value $2,283,218.

    13F-HR 0002085853-26-000133 filed by Pacific Asset Management, 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 50,297 shares
    Change vs previous 13F -84 shares

    1.58% of the 13F portfolio, value $2,319,683.

    13F-HR 0002085853-25-000106 filed by Pacific Asset Management, 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 50,381 shares
    Change vs previous 13F -2,968 shares

    1.74% of the 13F portfolio, value $2,157,831.

    13F-HR 0001667731-25-000775 filed by Pacific Asset Management, 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 53,349 shares
    Change vs previous 13F +42 shares

    1.88% of the 13F portfolio, value $2,099,798.

    13F-HR 0001667731-25-000538 filed by Pacific Asset Management, 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 53,307 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $1,891,323.

    13F-HR 0001667731-25-000206 filed by Pacific Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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