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Valued Retirements, Inc.: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Retirements, Inc. on DFIV, newest first. How the timeline and the estimate are built.

Valued Retirements, Inc. held 109,448 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,448 shares
    Change vs previous 13F -1,143 shares

    5.31% of the 13F portfolio, value $5,912,385.

    13F-HR 0002044874-26-000006 filed by Valued Retirements, Inc.
    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 110,591 shares
    Change vs previous 13F +2,161 shares

    5.7% of the 13F portfolio, value $5,836,971.

    13F-HR 0002044874-26-000004 filed by Valued Retirements, Inc.
    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 108,430 shares
    Change vs previous 13F -4,128 shares

    5.29% of the 13F portfolio, value $5,410,660.

    13F-HR 0002044874-26-000002 filed by Valued Retirements, Inc.
    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 112,558 shares
    Change vs previous 13F 0 shares

    5.44% of the 13F portfolio, value $4,820,845.

    13F-HR 0002044874-25-000011 filed by Valued Retirements, Inc.
    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 112,558 shares
    Change vs previous 13F -6,518 shares

    5.44% of the 13F portfolio, value $4,820,845.

    13F-HR 0002044874-25-000007 filed by Valued Retirements, Inc.
    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 119,076 shares
    Change vs previous 13F -4,336 shares

    6.16% of the 13F portfolio, value $4,686,850.

    13F-HR 0002044874-25-000004 filed by Valued Retirements, Inc.
    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 123,412 shares
    Change vs previous 13F -6,502 shares

    5.9% of the 13F portfolio, value $4,378,673.

    13F-HR 0002044874-25-000002 filed by Valued Retirements, Inc.
    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 129,914 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $4,947,141.

    13F-HR 0002044874-24-000001 filed by Valued Retirements, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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