Skip to content
Disclosery

LWM ADVISORS INC: DSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM ADVISORS INC on DSI, newest first. How the timeline and the estimate are built.

LWM ADVISORS INC held 4,352 DSI 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 4,352 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $636,175.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,352 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $619,681.

    13F-HR 0002085853-26-000680 filed by LWM ADVISORS INC
    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 4,352 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $527,418.

    13F-HR 0002085853-26-000343 filed by LWM ADVISORS INC
    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 4,352 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $560,668.

    13F-HR 0002085853-26-000024 filed by LWM ADVISORS INC
    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 4,352 shares
    Change vs previous 13F -73 shares

    0.49% of the 13F portfolio, value $548,134.

    13F-HR 0002085853-25-000014 filed by LWM ADVISORS INC
    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 4,425 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $514,008.

    13F-HR 0001667731-25-000739 filed by LWM ADVISORS INC
    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 4,425 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $464,669.

    13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
    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 4,425 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $487,856.

    13F-HR 0001667731-25-000618 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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