AllSquare Wealth Management LLC: DLS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllSquare Wealth Management LLC on DLS, newest first. How the timeline and the estimate are built.
AllSquare Wealth Management LLC held 7,195 DLS shares at 2025-09-30 per its 13F-HR filed 2026-01-12.
the latest 13F is the newest step
- period ended2025-09-3013F 7,195 sharesChange vs previous 13F -85 shares
0.3% of the 13F portfolio, value $572,074.
13F-HR 0001633674-26-000005 filed by AllSquare Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,280 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $546,801.
13F-HR 0001633674-25-000003 filed by AllSquare Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,280 sharesChange vs previous 13F -300 shares
0.29% of the 13F portfolio, value $480,495.
13F-HR 0001633674-25-000002 filed by AllSquare Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,580 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $477,161.
13F-HR 0001633674-25-000001 filed by AllSquare Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,580 sharesChange vs previous 13F -189 shares
0.3% of the 13F portfolio, value $523,399.
13F-HR 0001633674-24-000005 filed by AllSquare Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,769 sharesChange vs previous 13F -101 shares
0.3% of the 13F portfolio, value $492,834.
13F-HR 0001633674-24-000003 filed by AllSquare Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 7,870 sharesChange vs previous 13F 0 shares
0.3% of the 13F portfolio, value $513,203.
13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 7,870 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $502,464.
13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).