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Fingerlakes Wealth Management, Inc.: DSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fingerlakes Wealth Management, Inc. on DSI, newest first. How the timeline and the estimate are built.

Fingerlakes Wealth Management, Inc. held 22,588 DSI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,588 shares
    Change vs previous 13F +1,413 shares

    1.73% of the 13F portfolio, value $3,216,254.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, Inc.
    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 21,175 shares
    Change vs previous 13F +1,037 shares

    1.7% of the 13F portfolio, value $2,566,240.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, Inc.
    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 20,138 shares
    Change vs previous 13F +970 shares

    1.65% of the 13F portfolio, value $2,594,352.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, Inc.
    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 19,168 shares
    Change vs previous 13F +282 shares

    1.57% of the 13F portfolio, value $2,414,193.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, Inc.
    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 18,886 shares
    Change vs previous 13F +98 shares

    1.64% of the 13F portfolio, value $2,193,826.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, Inc.
    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 18,788 shares
    Change vs previous 13F +19 shares

    1.64% of the 13F portfolio, value $1,924,125.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, Inc.
    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 18,769 shares
    Change vs previous 13F +1,137 shares

    1.67% of the 13F portfolio, value $2,069,239.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, Inc.
    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 17,632 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,918,132.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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