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Disclosery

Carlson Capital Management: DFUS position timeline

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

Carlson Capital Management held 4,099 DFUS 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 4,099 shares
    Change vs previous 13F -335 shares

    0.01% of the 13F portfolio, value $261,300.

    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 4,434 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $275,784.

    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 4,432 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $260,813.

    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 4,432 shares
    Change vs previous 13F -42,888 shares

    0.01% of the 13F portfolio, value $252,526.

    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 47,320 shares
    Change vs previous 13F -366 shares

    0.13% of the 13F portfolio, value $2,452,587.

    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 47,686 shares
    Change vs previous 13F +330 shares

    0.13% of the 13F portfolio, value $2,219,775.

    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 47,356 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,280,657.

    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).