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Boston Standard Wealth Management, LLC: DSI position timeline

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

Boston Standard Wealth Management, LLC held 11,337 DSI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,337 shares
    Change vs previous 13F +25 shares

    0.24% of the 13F portfolio, value $1,657,371.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,312 shares
    Change vs previous 13F +22 shares

    0.23% of the 13F portfolio, value $1,609,978.

    13F-HR 0001630939-26-000006 filed by Boston Standard 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 ended2026-03-31
    13F 11,290 shares
    Change vs previous 13F +29 shares

    0.23% of the 13F portfolio, value $1,379,622.

    13F-HR 0001630939-26-000004 filed by Boston Standard 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 ended2025-12-31
    13F 11,261 shares
    Change vs previous 13F +31 shares

    0.24% of the 13F portfolio, value $1,450,790.

    13F-HR 0001630939-26-000003 filed by Boston Standard 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 ended2025-09-30
    13F 11,230 shares
    Change vs previous 13F +26 shares

    0.24% of the 13F portfolio, value $1,415,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard 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 ended2025-06-30
    13F 11,204 shares
    Change vs previous 13F -3,647 shares

    0.23% of the 13F portfolio, value $1,302,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard 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 ended2025-03-31
    13F 14,851 shares
    Change vs previous 13F -386 shares

    0.34% of the 13F portfolio, value $1,542,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard 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 ended2024-12-31
    13F 15,237 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,680,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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