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Detalus Advisors, LLC: BY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Detalus Advisors, LLC on BY, newest first. How the timeline and the estimate are built.

Detalus Advisors, LLC held 196,050 BY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,050 shares
    Change vs previous 13F -3,724 shares

    1.44% of the 13F portfolio, value $7,383,243.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 199,774 shares
    Change vs previous 13F -4,775 shares

    1.44% of the 13F portfolio, value $6,306,865.

    13F-HR 0001799677-26-000003 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 204,549 shares
    Change vs previous 13F +2,107 shares

    1.45% of the 13F portfolio, value $5,962,603.

    13F-HR 0001799677-26-000001 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 202,442 shares
    Change vs previous 13F -1,100 shares

    1.45% of the 13F portfolio, value $5,613,717.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 203,542 shares
    Change vs previous 13F -2 shares

    1.58% of the 13F portfolio, value $5,440,678.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 203,544 shares
    Change vs previous 13F -2,508 shares

    1.67% of the 13F portfolio, value $5,324,711.

    13F-HR 0001799677-25-000003 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 206,052 shares
    Change vs previous 13F -16,500 shares

    1.97% of the 13F portfolio, value $5,975,508.

    13F-HR 0001799677-25-000001 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 222,552 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $5,957,717.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).