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Great Point Wealth Advisors, LLC: DLS position timeline

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

Great Point Wealth Advisors, LLC held 67,323 DLS 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 67,323 shares
    Change vs previous 13F -2,370 shares

    0.91% of the 13F portfolio, value $5,640,994.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth 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 69,693 shares
    Change vs previous 13F -5,714 shares

    1.05% of the 13F portfolio, value $5,679,958.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth 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 75,407 shares
    Change vs previous 13F -360 shares

    1.11% of the 13F portfolio, value $6,108,693.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth 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 75,767 shares
    Change vs previous 13F -3,147 shares

    1.13% of the 13F portfolio, value $6,024,229.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth 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 ended2025-03-31
    13F 78,914 shares
    Change vs previous 13F -945 shares

    1.13% of the 13F portfolio, value $5,208,503.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth 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 ended2024-12-31
    13F 79,859 shares
    Change vs previous 13F -527 shares

    1.1% of the 13F portfolio, value $5,027,122.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth 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 ended2024-09-30
    13F 80,386 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $5,550,628.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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