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Lewis Asset Management, LLC: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lewis Asset Management, LLC on DIA, newest first. How the timeline and the estimate are built.

Lewis Asset Management, LLC held 8,520 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,520 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $4,450,763.

    13F-HR 0002004520-26-000003 filed by Lewis Asset Management, 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 8,520 shares
    Change vs previous 13F +30 shares

    1.61% of the 13F portfolio, value $3,946,379.

    13F-HR 0002004520-26-000002 filed by Lewis Asset Management, 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 8,490 shares
    Change vs previous 13F +70 shares

    1.66% of the 13F portfolio, value $4,080,039.

    13F-HR 0002004520-26-000001 filed by Lewis Asset Management, 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 8,420 shares
    Change vs previous 13F +265 shares

    1.6% of the 13F portfolio, value $3,904,691.

    13F-HR 0002004520-25-000009 filed by Lewis Asset Management, 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 8,155 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,593,501.

    13F-HR 0002004520-25-000007 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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