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LaSalle St. Investment Advisors, LLC: FDL position timeline

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

LaSalle St. Investment Advisors, LLC held 9,660 FDL 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 9,660 shares
    Change vs previous 13F -67 shares

    0.06% of the 13F portfolio, value $470,043.

    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 9,727 shares
    Change vs previous 13F +73 shares

    0.07% of the 13F portfolio, value $494,171.

    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 9,654 shares
    Change vs previous 13F -192 shares

    0.07% of the 13F portfolio, value $428,000.

    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 9,846 shares
    Change vs previous 13F -249 shares

    0.08% of the 13F portfolio, value $427,000.

    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 10,095 shares
    Change vs previous 13F -278 shares

    0.12% of the 13F portfolio, value $422,000.

    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 10,373 shares
    Change vs previous 13F +116 shares

    0.11% of the 13F portfolio, value $450,000.

    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 10,257 shares
    Change vs previous 13F +4,167 shares

    0.13% of the 13F portfolio, value $412,000.

    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 6,090 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $255,000.

    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).