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Disclosery

Lipe & Dalton: DE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lipe & Dalton on DE, newest first. How the timeline and the estimate are built.

Lipe & Dalton held 7,243 DE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,243 shares
    Change vs previous 13F -20 shares

    2.14% of the 13F portfolio, value $4,594,000.

    13F-HR 0001570396-26-000006 filed by Lipe & Dalton
    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 7,263 shares
    Change vs previous 13F -100 shares

    2.14% of the 13F portfolio, value $4,091,000.

    13F-HR 0001570396-26-000005 filed by Lipe & Dalton
    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 7,363 shares
    Change vs previous 13F -55 shares

    1.69% of the 13F portfolio, value $3,428,000.

    13F-HR 0001570396-26-000003 filed by Lipe & Dalton
    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 7,418 shares
    Change vs previous 13F -42 shares

    1.68% of the 13F portfolio, value $3,392,000.

    13F-HR 0001570396-26-000004 filed by Lipe & Dalton
    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 7,460 shares
    Change vs previous 13F -314 shares

    2.05% of the 13F portfolio, value $3,793,000.

    13F-HR 0001570396-25-000003 filed by Lipe & Dalton
    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 7,774 shares
    Change vs previous 13F -100 shares

    2.04% of the 13F portfolio, value $3,649,000.

    13F-HR 0001570396-25-000002 filed by Lipe & Dalton
    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 7,874 shares
    Change vs previous 13F 0 shares

    1.77% of the 13F portfolio, value $3,336,000.

    13F-HR 0001570396-25-000001 filed by Lipe & Dalton
    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 7,874 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,286,000.

    13F-HR 0001570396-24-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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