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Disclosery

Richard Young Associates, Ltd.: DFIV position timeline

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

Richard Young Associates, Ltd. held 144,566 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,566 shares
    Change vs previous 13F -1,277 shares

    5.19% of the 13F portfolio, value $7,809,429.

    13F-HR 0002107563-26-000003 filed by Richard Young Associates, Ltd.
    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 145,843 shares
    Change vs previous 13F -1,757 shares

    5.84% of the 13F portfolio, value $7,697,612.

    13F-HR 0002107563-26-000002 filed by Richard Young Associates, Ltd.
    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 147,600 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $7,365,224.

    13F-HR 0002107563-26-000001 filed by Richard Young Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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