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Carlson Capital Management: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlson Capital Management on DFAS, newest first. How the timeline and the estimate are built.

Carlson Capital Management held 7,383 DFAS shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,383 shares
    Change vs previous 13F -198 shares

    0.02% of the 13F portfolio, value $480,463.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 7,581 shares
    Change vs previous 13F -1,659 shares

    0.02% of the 13F portfolio, value $491,681.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 9,240 shares
    Change vs previous 13F -66 shares

    0.03% of the 13F portfolio, value $555,118.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 9,306 shares
    Change vs previous 13F -225,462 shares

    0.03% of the 13F portfolio, value $580,114.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 234,768 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $13,996,847.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 234,768 shares
    Change vs previous 13F -2,608 shares

    0.73% of the 13F portfolio, value $12,322,954.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 237,376 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $13,008,186.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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