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True Link Financial Advisors, LLC: DFIV position timeline

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

True Link Financial Advisors, LLC held 1,105,949 DFIV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,105,949 shares
    Change vs previous 13F -14,351 shares

    3.45% of the 13F portfolio, value $59,743,381.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 1,120,300 shares
    Change vs previous 13F -27,231 shares

    3.65% of the 13F portfolio, value $59,129,449.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 1,147,531 shares
    Change vs previous 13F +21,696 shares

    3.48% of the 13F portfolio, value $57,261,811.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, 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 1,125,835 shares
    Change vs previous 13F +28,078 shares

    3.34% of the 13F portfolio, value $51,923,524.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, 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 1,097,757 shares
    Change vs previous 13F +1,419 shares

    3.24% of the 13F portfolio, value $47,016,945.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, 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 1,096,338 shares
    Change vs previous 13F +31,006 shares

    3.22% of the 13F portfolio, value $43,151,875.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, 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 1,065,332 shares
    Change vs previous 13F -32,994 shares

    3.17% of the 13F portfolio, value $37,797,990.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, 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 1,098,326 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $41,824,265.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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