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TruNorth Capital Management, LLC: DFIV position timeline

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

TruNorth Capital Management, LLC held 86,591 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,591 shares
    Change vs previous 13F +3,203 shares

    0.75% of the 13F portfolio, value $4,677,634.

    13F-HR 0002085853-26-000809 filed by TruNorth Capital Management, 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 83,388 shares
    Change vs previous 13F -185 shares

    0.84% of the 13F portfolio, value $4,401,239.

    13F-HR 0002085853-26-000462 filed by TruNorth Capital Management, 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 83,573 shares
    Change vs previous 13F -100 shares

    0.79% of the 13F portfolio, value $4,170,292.

    13F-HR 0002085853-26-000243 filed by TruNorth Capital Management, 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 83,673 shares
    Change vs previous 13F +6 shares

    0.76% of the 13F portfolio, value $3,858,982.

    13F-HR 0001639695-25-000010 filed by TruNorth Capital Management, 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 83,667 shares
    Change vs previous 13F -901 shares

    0.8% of the 13F portfolio, value $3,583,469.

    13F-HR 0001908158-25-000005 filed by TruNorth Capital Management, 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 84,568 shares
    Change vs previous 13F -461 shares

    0.83% of the 13F portfolio, value $3,328,603.

    13F-HR 0001639695-25-000004 filed by TruNorth Capital Management, 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 85,029 shares
    Change vs previous 13F -1,921 shares

    0.82% of the 13F portfolio, value $3,016,826.

    13F-HR 0001639695-25-000001 filed by TruNorth Capital Management, 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 86,950 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,311,059.

    13F-HR 0001639695-24-000004 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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