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Squire Investment Management Company, LLC: DFIV position timeline

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

Squire Investment Management Company, LLC held 412,587 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 412,587 shares
    Change vs previous 13F +15,399 shares

    5.37% of the 13F portfolio, value $22,287,926.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, 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 397,188 shares
    Change vs previous 13F -620 shares

    5.83% of the 13F portfolio, value $20,963,584.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, 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 397,808 shares
    Change vs previous 13F -11,211 shares

    6.01% of the 13F portfolio, value $19,850,595.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, 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 409,019 shares
    Change vs previous 13F +11,410 shares

    6.14% of the 13F portfolio, value $18,863,950.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, 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 397,609 shares
    Change vs previous 13F +13,215 shares

    6.28% of the 13F portfolio, value $17,029,580.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, 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 384,394 shares
    Change vs previous 13F +1,314 shares

    6.31% of the 13F portfolio, value $15,129,735.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, 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 383,080 shares
    Change vs previous 13F +28,635 shares

    5.98% of the 13F portfolio, value $13,591,688.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 354,445 shares
    Change vs previous 13F not available

    6.42% of the 13F portfolio, value $13,497,283.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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