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Disclosery

Balentine LLC: DWX position timeline

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

Balentine LLC held 6,607 DWX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,607 shares
    Change vs previous 13F -933 shares

    0.01% of the 13F portfolio, value $303,658.

    13F-HR 0001398344-26-013694 filed by Balentine 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 7,540 shares
    Change vs previous 13F -290 shares

    0.01% of the 13F portfolio, value $343,857.

    13F-HR 0001398344-26-007159 filed by Balentine 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 7,830 shares
    Change vs previous 13F -233 shares

    0.01% of the 13F portfolio, value $344,000.

    13F-HR 0001398344-26-001814 filed by Balentine 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 8,063 shares
    Change vs previous 13F -2,044 shares

    0.01% of the 13F portfolio, value $344,304.

    13F-HR 0001398344-25-020500 filed by Balentine 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 10,107 shares
    Change vs previous 13F -42 shares

    0.02% of the 13F portfolio, value $426,016.

    13F-HR 0001398344-25-014447 filed by Balentine 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 10,149 shares
    Change vs previous 13F -101 shares

    0.02% of the 13F portfolio, value $389,335.

    13F-HR 0001398344-25-008628 filed by Balentine 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 10,250 shares
    Change vs previous 13F +2,075 shares

    0.01% of the 13F portfolio, value $358,349.

    13F-HR 0001398344-25-001347 filed by Balentine 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 8,175 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $313,893.

    13F-HR 0001398344-24-019665 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

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