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PHILLIPS FINANCIAL MANAGEMENT, LLC: DFIV position timeline

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

PHILLIPS FINANCIAL MANAGEMENT, LLC held 183,756 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,756 shares
    Change vs previous 13F -2,443 shares

    0.73% of the 13F portfolio, value $9,926,535.

    13F-HR 0001398344-26-013343 filed by PHILLIPS FINANCIAL 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 186,199 shares
    Change vs previous 13F -2,310 shares

    0.71% of the 13F portfolio, value $9,827,598.

    13F-HR 0001398344-26-006583 filed by PHILLIPS FINANCIAL 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 188,509 shares
    Change vs previous 13F -650 shares

    0.61% of the 13F portfolio, value $9,406,623.

    13F-HR 0001398344-26-001240 filed by PHILLIPS FINANCIAL 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 189,159 shares
    Change vs previous 13F +3,182 shares

    0.58% of the 13F portfolio, value $8,724,014.

    13F-HR 0001398344-25-019723 filed by PHILLIPS FINANCIAL 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 185,977 shares
    Change vs previous 13F +10,834 shares

    0.58% of the 13F portfolio, value $7,965,411.

    13F-HR 0001398344-25-014160 filed by PHILLIPS FINANCIAL 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 175,143 shares
    Change vs previous 13F +3,653 shares

    0.53% of the 13F portfolio, value $6,893,632.

    13F-HR 0001398344-25-008201 filed by PHILLIPS FINANCIAL 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 171,490 shares
    Change vs previous 13F +19,402 shares

    0.48% of the 13F portfolio, value $6,084,456.

    13F-HR 0001398344-25-002272 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 152,088 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $5,791,501.

    13F-HR 0001398344-24-020182 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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