Shotwell Rutter Baer Inc: DFIV position timeline

Shotwell Rutter Baer Inc held 131,479 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 131,479 shares

   Change vs previous 13F -6,634 shares

   3.9% of the 13F portfolio, value $7,102,512.

   13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer Inc
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 138,113 shares

   Change vs previous 13F -29 shares

   4.28% of the 13F portfolio, value $7,289,599.

   13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer Inc
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 138,142 shares

   Change vs previous 13F +2,680 shares

   4.19% of the 13F portfolio, value $6,978,928.

   13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer Inc
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 135,462 shares

   Change vs previous 13F -3,600 shares

   4.05% of the 13F portfolio, value $6,281,371.

   13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer Inc
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 139,062 shares

   Change vs previous 13F +200 shares

   4.09% of the 13F portfolio, value $6,017,207.

   13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer Inc
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 138,862 shares

   Change vs previous 13F +371 shares

   4.37% of the 13F portfolio, value $4,955,989.

   13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer Inc
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 138,491 shares

   Change vs previous 13F +3,345 shares

   4.12% of the 13F portfolio, value $4,892,872.

   13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer Inc
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 135,146 shares

   Change vs previous 13F not available

   4.22% of the 13F portfolio, value $5,131,480.

   13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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