Per Stirling Capital Management, LLC.: DFIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on DFIV, newest first. How the timeline and the estimate are built.
Per Stirling Capital Management, LLC. held 73,425 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 73,425 sharesChange vs previous 13F +2,367 shares
0.38% of the 13F portfolio, value $3,966,397.
13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 71,058 sharesChange vs previous 13F -9,011 shares
0.41% of the 13F portfolio, value $3,750,466.
13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 80,069 sharesChange vs previous 13F -2,293 shares
0.45% of the 13F portfolio, value $3,995,453.
13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 82,362 sharesChange vs previous 13F -3,049 shares
0.45% of the 13F portfolio, value $3,798,514.
13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 85,411 sharesChange vs previous 13F +25,788 shares
0.48% of the 13F portfolio, value $3,658,151.
13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,623 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $2,346,761.
13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).