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Francis Financial, Inc.: DSI position timeline

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

Francis Financial, Inc. held 90,492 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,492 shares
    Change vs previous 13F -1,086 shares

    2.11% of the 13F portfolio, value $12,885,089.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 91,578 shares
    Change vs previous 13F -1,275 shares

    2.06% of the 13F portfolio, value $11,098,281.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 92,853 shares
    Change vs previous 13F -990 shares

    2.34% of the 13F portfolio, value $11,962,192.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 93,843 shares
    Change vs previous 13F -4,290 shares

    2.11% of the 13F portfolio, value $11,819,467.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 98,133 shares
    Change vs previous 13F -4,443 shares

    2.63% of the 13F portfolio, value $11,399,075.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 102,576 shares
    Change vs previous 13F +191 shares

    2.55% of the 13F portfolio, value $10,504,761.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 102,385 shares
    Change vs previous 13F -3,733 shares

    2.87% of the 13F portfolio, value $11,287,895.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 106,118 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $11,544,527.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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