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RIVERCHASE WEALTH MANAGEMENT, LLC: DFIV position timeline

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

RIVERCHASE WEALTH MANAGEMENT, LLC held 27,467 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,467 shares
    Change vs previous 13F +1,047 shares

    0.69% of the 13F portfolio, value $1,483,767.

    13F-HR 0002085853-26-000769 filed by RIVERCHASE WEALTH 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 26,420 shares
    Change vs previous 13F +1,269 shares

    0.73% of the 13F portfolio, value $1,394,448.

    13F-HR 0002085853-26-000418 filed by RIVERCHASE WEALTH 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 25,151 shares
    Change vs previous 13F +3,172 shares

    0.68% of the 13F portfolio, value $1,255,035.

    13F-HR 0002085853-26-000169 filed by RIVERCHASE WEALTH 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 21,979 shares
    Change vs previous 13F +4,910 shares

    0.57% of the 13F portfolio, value $1,013,671.

    13F-HR 0002085853-25-000140 filed by RIVERCHASE WEALTH 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 17,069 shares
    Change vs previous 13F +3,674 shares

    0.46% of the 13F portfolio, value $731,065.

    13F-HR 0001667731-25-000939 filed by RIVERCHASE WEALTH 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 13,395 shares
    Change vs previous 13F +5,824 shares

    0.37% of the 13F portfolio, value $527,227.

    13F-HR 0001667731-25-000591 filed by RIVERCHASE WEALTH 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 7,571 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $268,619.

    13F-HR 0001667731-25-000242 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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