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Disclosery

&PARTNERS: DFIV position timeline

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

&PARTNERS held 79,274 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,274 shares
    Change vs previous 13F -41,219 shares

    0.02% of the 13F portfolio, value $4,309,007.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 120,493 shares
    Change vs previous 13F +6,097 shares

    0.03% of the 13F portfolio, value $6,358,792.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 114,396 shares
    Change vs previous 13F +33,103 shares

    0.03% of the 13F portfolio, value $5,708,380.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 81,293 shares
    Change vs previous 13F +27,853 shares

    0.02% of the 13F portfolio, value $3,786,131.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 53,440 shares
    Change vs previous 13F +21,588 shares

    0.02% of the 13F portfolio, value $2,299,531.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 31,852 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,263,888.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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