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Carlson Capital Management: DFSI position timeline

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

Carlson Capital Management held 31,429 DFSI 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 31,429 shares
    Change vs previous 13F +8,498 shares

    0.05% of the 13F portfolio, value $1,032,450.

    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 22,931 shares
    Change vs previous 13F +5,186 shares

    0.03% of the 13F portfolio, value $819,452.

    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 17,745 shares
    Change vs previous 13F +765 shares

    0.03% of the 13F portfolio, value $584,528.

    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 16,980 shares
    Change vs previous 13F -482 shares

    0.03% of the 13F portfolio, value $571,717.

    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 17,462 shares
    Change vs previous 13F +5,225 shares

    0.03% of the 13F portfolio, value $559,348.

    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 12,237 shares
    Change vs previous 13F +3,694 shares

    0.02% of the 13F portfolio, value $351,317.

    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 8,543 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $260,134.

    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).