BigSur Wealth Management LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BigSur Wealth Management LLC on DSI, newest first. How the timeline and the estimate are built.
BigSur Wealth Management LLC held 20,000 DSI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 20,000 sharesChange vs previous 13F 0 shares
0.69% of the 13F portfolio, value $2,847,800.
13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,000 sharesChange vs previous 13F 0 shares
0.68% of the 13F portfolio, value $2,423,800.
13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,000 sharesChange vs previous 13F 0 shares
0.63% of the 13F portfolio, value $2,576,600.
13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,000 sharesChange vs previous 13F 0 shares
0.62% of the 13F portfolio, value $2,519,000.
13F-HR 0001398344-25-019122 filed by BigSur 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 20,000 sharesChange vs previous 13F 0 shares
0.59% of the 13F portfolio, value $2,323,200.
13F-HR 0001398344-25-013158 filed by BigSur 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 20,000 sharesChange vs previous 13F 0 shares
0.55% of the 13F portfolio, value $2,048,200.
13F-HR 0001398344-25-007207 filed by BigSur 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 20,000 sharesChange vs previous 13F 0 shares
0.63% of the 13F portfolio, value $2,205,000.
13F-HR 0001398344-25-000735 filed by BigSur 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 20,000 sharesChange vs previous 13F not available
0.6% of the 13F portfolio, value $2,175,800.
13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).