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Pasadena Private Wealth, LLC: DFIV position timeline

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

Pasadena Private Wealth, LLC held 11,483 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,483 shares
    Change vs previous 13F +133 shares

    0.08% of the 13F portfolio, value $620,290.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 11,350 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $599,030.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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