Skip to content
Disclosery

Prism Advisors, Inc.: DFIV position timeline

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

Prism Advisors, Inc. held 337,438 DFIV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 337,438 shares
    Change vs previous 13F -36,574 shares

    4.68% of the 13F portfolio, value $18,653,573.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 374,012 shares
    Change vs previous 13F -43,351 shares

    4.91% of the 13F portfolio, value $20,204,128.

    13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 417,363 shares
    Change vs previous 13F -13,892 shares

    5.88% of the 13F portfolio, value $22,028,419.

    13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 431,255 shares
    Change vs previous 13F -3,836 shares

    5.74% of the 13F portfolio, value $21,519,625.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 435,091 shares
    Change vs previous 13F -5,554 shares

    5.42% of the 13F portfolio, value $20,066,397.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 440,645 shares
    Change vs previous 13F -86,307 shares

    5.37% of the 13F portfolio, value $18,872,825.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 526,952 shares
    Change vs previous 13F -11,572 shares

    6.38% of the 13F portfolio, value $20,740,831.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 538,524 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $19,106,832.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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