Skip to content
Disclosery

Lummis Asset Management, LP: DG position timeline

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

Lummis Asset Management, LP held 13,732 DG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,732 shares
    Change vs previous 13F -200 shares

    0.99% of the 13F portfolio, value $1,652,899.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    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 13,932 shares
    Change vs previous 13F -735 shares

    0.98% of the 13F portfolio, value $1,637,530.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    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 14,667 shares
    Change vs previous 13F -193 shares

    1.2% of the 13F portfolio, value $1,947,338.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    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 14,860 shares
    Change vs previous 13F -11 shares

    1.01% of the 13F portfolio, value $1,535,781.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    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 14,871 shares
    Change vs previous 13F -185 shares

    1.12% of the 13F portfolio, value $1,712,290.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    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 15,056 shares
    Change vs previous 13F +5,938 shares

    0.94% of the 13F portfolio, value $1,357,558.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    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 9,118 shares
    Change vs previous 13F -388 shares

    0.88% of the 13F portfolio, value $691,327.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    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 9,506 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $803,922.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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