Skip to content
Disclosery

Lipe & Dalton: GS position timeline

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

Lipe & Dalton held 13,887 GS 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 13,887 shares
    Change vs previous 13F -453 shares

    6.53% of the 13F portfolio, value $14,045,000.

    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 14,340 shares
    Change vs previous 13F -689 shares

    6.35% of the 13F portfolio, value $12,132,000.

    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 15,029 shares
    Change vs previous 13F -604 shares

    6.53% of the 13F portfolio, value $13,211,000.

    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 15,633 shares
    Change vs previous 13F -220 shares

    6.17% of the 13F portfolio, value $12,450,000.

    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 15,853 shares
    Change vs previous 13F -409 shares

    6.06% of the 13F portfolio, value $11,220,000.

    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 16,262 shares
    Change vs previous 13F -444 shares

    4.97% of the 13F portfolio, value $8,884,000.

    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 16,706 shares
    Change vs previous 13F -234 shares

    5.07% of the 13F portfolio, value $9,566,000.

    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 16,940 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $8,387,000.

    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).