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Disclosery

Carlson Capital Management: DFSE position timeline

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

Carlson Capital Management held 12,683 DFSE 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 12,683 shares
    Change vs previous 13F +2,280 shares

    0.02% of the 13F portfolio, value $420,207.

    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 10,403 shares
    Change vs previous 13F +4,136 shares

    0.02% of the 13F portfolio, value $368,478.

    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 6,267 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,697.

    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).