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Savvy Advisors, Inc.: DFIV position timeline

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

Savvy Advisors, Inc. held 265,857 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 265,857 shares
    Change vs previous 13F +22,151 shares

    0.31% of the 13F portfolio, value $14,361,596.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 243,706 shares
    Change vs previous 13F -3,161 shares

    0.35% of the 13F portfolio, value $12,862,796.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 246,867 shares
    Change vs previous 13F +84,951 shares

    0.4% of the 13F portfolio, value $12,318,644.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 161,916 shares
    Change vs previous 13F +148,098 shares

    0.34% of the 13F portfolio, value $7,467,556.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 13,818 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $591,804.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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