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Bay Harbor Wealth Management, LLC: DFSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bay Harbor Wealth Management, LLC on DFSD, newest first. How the timeline and the estimate are built.

Bay Harbor Wealth Management, LLC held 250,724 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,724 shares
    Change vs previous 13F +6,023 shares

    2.76% of the 13F portfolio, value $11,972,058.

    13F-HR 0001437749-26-024588 filed by Bay Harbor Wealth Management, 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 244,701 shares
    Change vs previous 13F +35,774 shares

    3.04% of the 13F portfolio, value $11,716,283.

    13F-HR 0001437749-26-012214 filed by Bay Harbor Wealth Management, 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 208,927 shares
    Change vs previous 13F +6,539 shares

    2.62% of the 13F portfolio, value $10,018,048.

    13F-HR 0001437749-26-002665 filed by Bay Harbor Wealth Management, 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 202,388 shares
    Change vs previous 13F +22,399 shares

    2.64% of the 13F portfolio, value $9,753,073.

    13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, 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 179,989 shares
    Change vs previous 13F +6,821 shares

    2.51% of the 13F portfolio, value $8,641,294.

    13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, 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 173,168 shares
    Change vs previous 13F +3,059 shares

    2.6% of the 13F portfolio, value $8,228,950.

    13F-HR 0001437749-25-016075 filed by Bay Harbor Wealth Management, 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 170,109 shares
    Change vs previous 13F +19,892 shares

    2.59% of the 13F portfolio, value $7,974,729.

    13F-HR 0001437749-25-001885 filed by Bay Harbor Wealth Management, 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 150,217 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $7,171,362.

    13F-HR 0001437749-24-031991 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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