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Disclosery

Laurel Wealth Planning LLC: DSI position timeline

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

Laurel Wealth Planning LLC held 33,390 DSI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,390 shares
    Change vs previous 13F -727 shares

    2.1% of the 13F portfolio, value $4,754,403.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 34,117 shares
    Change vs previous 13F -323 shares

    2.18% of the 13F portfolio, value $4,134,640.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 34,440 shares
    Change vs previous 13F -156 shares

    2.46% of the 13F portfolio, value $4,436,906.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 34,596 shares
    Change vs previous 13F -1,815 shares

    2.3% of the 13F portfolio, value $4,357,367.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 36,411 shares
    Change vs previous 13F -779 shares

    2.4% of the 13F portfolio, value $4,229,502.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 37,190 shares
    Change vs previous 13F -831 shares

    2.53% of the 13F portfolio, value $3,808,628.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 38,021 shares
    Change vs previous 13F -729 shares

    2.7% of the 13F portfolio, value $4,192,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 38,750 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $4,216,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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