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3D ASSET MANAGEMENT, INC: DLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 3D ASSET MANAGEMENT, INC on DLS, newest first. How the timeline and the estimate are built.

3D ASSET MANAGEMENT, INC held 320,308 DLS shares at 2020-09-30 per its 13F-HR filed 2020-11-09.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 320,308 shares
    Change vs previous 13F -26,944 shares

    5.34% of the 13F portfolio, value $19,186,000.

    13F-HR 0001085146-20-002794 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 347,252 shares
    Change vs previous 13F -58,883 shares

    5.38% of the 13F portfolio, value $19,317,000.

    13F-HR 0001085146-20-001880 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 406,135 shares
    Change vs previous 13F -64,145 shares

    5.81% of the 13F portfolio, value $19,515,000.

    13F-HR 0001085146-20-001344 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 470,280 shares
    Change vs previous 13F -9,692 shares

    7.75% of the 13F portfolio, value $33,444,000.

    13F-HR 0001085146-20-000708 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 479,972 shares
    Change vs previous 13F -73,971 shares

    7.27% of the 13F portfolio, value $30,488,000.

    13F-HR 0001085146-19-002656 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 553,943 shares
    Change vs previous 13F -27,205 shares

    8.78% of the 13F portfolio, value $36,017,000.

    13F-HR 0001085146-19-002075 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 581,148 shares
    Change vs previous 13F +21,891 shares

    9.01% of the 13F portfolio, value $38,245,000.

    13F-HR 0001085146-19-001295 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 559,257 shares
    Change vs previous 13F not available

    8.7% of the 13F portfolio, value $33,734,000.

    13F-HR 0001085146-19-000659 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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