Skip to content
Disclosery

BALASA DINVERNO & FOLTZ LLC: DSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALASA DINVERNO & FOLTZ LLC on DSI, newest first. How the timeline and the estimate are built.

BALASA DINVERNO & FOLTZ LLC held 22,100 DSI shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 22,100 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,480,000.

    13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 22,100 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $1,589,000.

    13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 22,098 shares
    Change vs previous 13F +36 shares

    0.13% of the 13F portfolio, value $1,914,000.

    13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 22,062 shares
    Change vs previous 13F -15 shares

    0.13% of the 13F portfolio, value $2,050,000.

    13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 22,077 shares
    Change vs previous 13F -399 shares

    0.13% of the 13F portfolio, value $1,837,000.

    13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 22,476 shares
    Change vs previous 13F +75 shares

    0.13% of the 13F portfolio, value $1,862,000.

    13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 22,401 shares
    Change vs previous 13F -606 shares

    0.14% of the 13F portfolio, value $1,711,000.

    13F-HR 0001308757-21-000004 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 23,007 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,646,000.

    13F-HR 0001308757-21-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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