Shearwater Capital LLC: DFIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shearwater Capital LLC on DFIV, newest first. How the timeline and the estimate are built.
Shearwater Capital LLC held 342,478 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 342,478 sharesChange vs previous 13F 0 shares
8.83% of the 13F portfolio, value $18,500,650.
13F-HR 0001905665-26-000004 filed by Shearwater Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 342,478 sharesChange vs previous 13F -405 shares
9.48% of the 13F portfolio, value $18,075,977.
13F-HR 0001905665-26-000003 filed by Shearwater Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 342,883 sharesChange vs previous 13F -1,287 shares
9.82% of the 13F portfolio, value $17,109,851.
13F-HR 0001905665-26-000001 filed by Shearwater Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 344,170 sharesChange vs previous 13F -9,283 shares
9.42% of the 13F portfolio, value $15,873,110.
13F-HR 0001905665-25-000006 filed by Shearwater Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 353,453 sharesChange vs previous 13F -2,502 shares
9.52% of the 13F portfolio, value $15,138,383.
13F-HR 0001905665-25-000005 filed by Shearwater Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 355,955 sharesChange vs previous 13F -1,000 shares
9.84% of the 13F portfolio, value $14,010,380.
13F-HR/A 0001905665-25-000004 filed by Shearwater Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 356,955 sharesChange vs previous 13F +1,951 shares
8.59% of the 13F portfolio, value $12,664,756.
13F-HR 0001905665-25-000001 filed by Shearwater Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 355,004 sharesChange vs previous 13F not available
9.32% of the 13F portfolio, value $13,518,544.
13F-HR 0001905665-24-000006 filed by Shearwater Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).