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Disclosery

M.D. Sass, LLC: OWL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M.D. Sass, LLC on OWL, newest first. How the timeline and the estimate are built.

M.D. Sass, LLC held 0 OWL shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -158,065 shares

    13F-HR 0001172661-26-001945 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 158,065 shares
    Change vs previous 13F -134,206 shares

    0.19% of the 13F portfolio, value $2,361,498.

    13F-HR 0001172661-26-000587 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 292,271 shares
    Change vs previous 13F +57,326 shares

    0.4% of the 13F portfolio, value $4,948,149.

    13F-HR 0001172661-25-004587 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 234,945 shares
    Change vs previous 13F +54,307 shares

    0.36% of the 13F portfolio, value $4,513,288.

    13F-HR 0001172661-25-003127 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 180,638 shares
    Change vs previous 13F +23,052 shares

    0.32% of the 13F portfolio, value $3,619,983.

    13F-HR 0001172661-25-001624 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 157,586 shares
    Change vs previous 13F -69,452 shares

    0.28% of the 13F portfolio, value $3,665,442.

    13F-HR 0001172661-25-000668 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 227,038 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,395,454.

    13F-HR 0001172661-24-004650 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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