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Disclosery

Carlson Capital Management: DFAT position timeline

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

Carlson Capital Management held 99,247 DFAT 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 99,247 shares
    Change vs previous 13F -3,874 shares

    0.24% of the 13F portfolio, value $5,524,085.

    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 103,121 shares
    Change vs previous 13F +12,064 shares

    0.24% of the 13F portfolio, value $5,736,608.

    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 91,057 shares
    Change vs previous 13F -561 shares

    0.22% of the 13F portfolio, value $4,723,114.

    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 91,618 shares
    Change vs previous 13F -693,275 shares

    0.24% of the 13F portfolio, value $4,986,755.

    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 784,893 shares
    Change vs previous 13F +4,316 shares

    2.11% of the 13F portfolio, value $41,073,438.

    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 780,577 shares
    Change vs previous 13F +1,828 shares

    2.11% of the 13F portfolio, value $35,664,560.

    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 778,749 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $36,126,163.

    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).