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RTD Financial Advisors, Inc.: DFIV position timeline

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

RTD Financial Advisors, Inc. held 104,297 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 104,297 shares
    Change vs previous 13F +32,428 shares

    0.64% of the 13F portfolio, value $5,826,042.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 71,869 shares
    Change vs previous 13F +25,318 shares

    0.42% of the 13F portfolio, value $3,882,365.

    13F-HR 0002085853-26-000702 filed by RTD Financial 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 46,551 shares
    Change vs previous 13F +21,598 shares

    0.3% of the 13F portfolio, value $2,456,970.

    13F-HR 0002085853-26-000354 filed by RTD Financial 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 24,953 shares
    Change vs previous 13F +16,257 shares

    0.15% of the 13F portfolio, value $1,245,143.

    13F-HR 0002085853-26-000107 filed by RTD Financial 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 8,696 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $401,060.

    13F-HR 0002085853-25-000083 filed by RTD Financial 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 8,696 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $372,450.

    13F-HR 0001667731-25-000803 filed by RTD Financial 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 8,696 shares
    Change vs previous 13F -982 shares

    0.05% of the 13F portfolio, value $342,275.

    13F-HR 0001667731-25-000437 filed by RTD Financial 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 9,678 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $343,376.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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