FORBES J M & CO LLP: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on DSI, newest first. How the timeline and the estimate are built.
FORBES J M & CO LLP held 29,548 DSI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 29,548 sharesChange vs previous 13F +249 shares
0.33% of the 13F portfolio, value $4,207,340.
13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,299 sharesChange vs previous 13F +1,157 shares
0.3% of the 13F portfolio, value $3,550,746.
13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,142 sharesChange vs previous 13F +27 shares
0.29% of the 13F portfolio, value $3,625,534.
13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,115 sharesChange vs previous 13F +1,177 shares
0.29% of the 13F portfolio, value $3,541,084.
13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,938 sharesChange vs previous 13F +1,333 shares
0.29% of the 13F portfolio, value $3,129,118.
13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,605 sharesChange vs previous 13F +73 shares
0.25% of the 13F portfolio, value $2,622,208.
13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,532 sharesChange vs previous 13F -385 shares
0.27% of the 13F portfolio, value $2,814,903.
13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,917 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $2,819,510.
13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).