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Disclosery

Carlson Capital Management: DFSU position timeline

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

Carlson Capital Management held 75,409 DFSU 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 75,409 shares
    Change vs previous 13F +16,028 shares

    0.12% of the 13F portfolio, value $2,858,015.

    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 59,381 shares
    Change vs previous 13F +26,117 shares

    0.09% of the 13F portfolio, value $2,207,799.

    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 33,264 shares
    Change vs previous 13F +439 shares

    0.05% of the 13F portfolio, value $1,159,596.

    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 32,825 shares
    Change vs previous 13F -3,936 shares

    0.05% of the 13F portfolio, value $1,129,512.

    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 36,761 shares
    Change vs previous 13F +10,021 shares

    0.06% of the 13F portfolio, value $1,144,367.

    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 26,740 shares
    Change vs previous 13F +11,364 shares

    0.04% of the 13F portfolio, value $741,898.

    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 15,376 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $441,368.

    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).