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Lee, Kelleher & Klein Wealth Management: DLN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on DLN, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 391,195 DLN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 391,195 shares
    Change vs previous 13F +9,894 shares

    19.56% of the 13F portfolio, value $38,024,107.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 381,301 shares
    Change vs previous 13F -2,892 shares

    19.21% of the 13F portfolio, value $36,726,952.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 384,193 shares
    Change vs previous 13F +12,290 shares

    20.42% of the 13F portfolio, value $34,319,997.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 371,903 shares
    Change vs previous 13F +22,563 shares

    19.54% of the 13F portfolio, value $32,757,252.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 349,340 shares
    Change vs previous 13F +21,011 shares

    18.73% of the 13F portfolio, value $30,403,096.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 328,329 shares
    Change vs previous 13F +10,014 shares

    17.92% of the 13F portfolio, value $26,968,978.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 318,315 shares
    Change vs previous 13F +10,393 shares

    18.59% of the 13F portfolio, value $25,264,662.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 307,922 shares
    Change vs previous 13F not available

    17.06% of the 13F portfolio, value $23,953,252.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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