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LaSalle St. Investment Advisors, LLC: DFAX position timeline

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

LaSalle St. Investment Advisors, LLC held 32,045 DFAX 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 32,045 shares
    Change vs previous 13F -401 shares

    0.14% of the 13F portfolio, value $1,180,552.

    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 32,446 shares
    Change vs previous 13F -1,486 shares

    0.16% of the 13F portfolio, value $1,102,224.

    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 33,932 shares
    Change vs previous 13F +281 shares

    0.18% of the 13F portfolio, value $1,110,000.

    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 33,651 shares
    Change vs previous 13F -412 shares

    0.19% of the 13F portfolio, value $1,055,000.

    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 34,063 shares
    Change vs previous 13F -859 shares

    0.27% of the 13F portfolio, value $1,000,000.

    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 34,922 shares
    Change vs previous 13F -5,438 shares

    0.22% of the 13F portfolio, value $914,000.

    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 40,360 shares
    Change vs previous 13F +6 shares

    0.31% of the 13F portfolio, value $1,003,000.

    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 40,354 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,089,000.

    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).