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Lee, Kelleher & Klein Wealth Management: DON position timeline

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

Lee, Kelleher & Klein Wealth Management held 229,463 DON 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 229,463 shares
    Change vs previous 13F +6,512 shares

    6.37% of the 13F portfolio, value $12,379,532.

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

  2. period ended2026-06-30
    13F 222,951 shares
    Change vs previous 13F +1,605 shares

    6.59% of the 13F portfolio, value $12,601,207.

    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 221,346 shares
    Change vs previous 13F +7,529 shares

    6.92% of the 13F portfolio, value $11,629,534.

    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 213,817 shares
    Change vs previous 13F +9,909 shares

    6.58% of the 13F portfolio, value $11,032,972.

    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 203,908 shares
    Change vs previous 13F +13,203 shares

    6.57% of the 13F portfolio, value $10,664,403.

    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 190,705 shares
    Change vs previous 13F +7,769 shares

    6.35% of the 13F portfolio, value $9,558,149.

    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 182,936 shares
    Change vs previous 13F +14,064 shares

    6.66% of the 13F portfolio, value $9,058,991.

    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 168,872 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $8,607,406.

    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).