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LaSalle St. Investment Advisors, LLC: DFAE position timeline

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

LaSalle St. Investment Advisors, LLC held 61,454 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,454 shares
    Change vs previous 13F -3,847 shares

    0.3% of the 13F portfolio, value $2,471,072.

    13F-HR 0001966193-26-000003 filed by LaSalle St. Investment 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 65,301 shares
    Change vs previous 13F -2,526 shares

    0.31% of the 13F portfolio, value $2,211,122.

    13F-HR 0001966193-26-000002 filed by LaSalle St. Investment 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 67,827 shares
    Change vs previous 13F +367 shares

    0.36% of the 13F portfolio, value $2,209,000.

    13F-HR 0001966193-26-000001 filed by LaSalle St. Investment 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 67,460 shares
    Change vs previous 13F -1,137 shares

    0.38% of the 13F portfolio, value $2,127,000.

    13F-HR 0001966193-25-000007 filed by LaSalle St. Investment 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 68,597 shares
    Change vs previous 13F +6,379 shares

    0.54% of the 13F portfolio, value $1,985,000.

    13F-HR 0001966193-25-000005 filed by LaSalle St. Investment 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 62,218 shares
    Change vs previous 13F +145 shares

    0.38% of the 13F portfolio, value $1,610,000.

    13F-HR 0001966193-25-000003 filed by LaSalle St. Investment 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 62,073 shares
    Change vs previous 13F +154 shares

    0.49% of the 13F portfolio, value $1,574,000.

    13F-HR 0001966193-25-000001 filed by LaSalle St. Investment 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 61,919 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,697,000.

    13F-HR 0001966193-24-000005 filed by LaSalle St. Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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