Neumann Capital Management, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Neumann Capital Management, LLC on DSI, newest first. How the timeline and the estimate are built.
Neumann Capital Management, LLC held 35,201 DSI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 35,201 sharesChange vs previous 13F -227 shares
3.32% of the 13F portfolio, value $5,012,270.
13F-HR 0001754960-26-000475 filed by Neumann Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 35,428 sharesChange vs previous 13F -770 shares
1.26% of the 13F portfolio, value $4,293,519.
13F-HR 0001754960-26-000229 filed by Neumann Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,198 sharesChange vs previous 13F -270 shares
1.35% of the 13F portfolio, value $4,663,388.
13F-HR 0001754960-26-000059 filed by Neumann Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,468 sharesChange vs previous 13F +320 shares
1.34% of the 13F portfolio, value $4,593,145.
13F-HR 0001754960-25-000678 filed by Neumann Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,148 sharesChange vs previous 13F +50 shares
1.32% of the 13F portfolio, value $4,198,952.
13F-HR 0001754960-25-000413 filed by Neumann Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,098 sharesChange vs previous 13F +200 shares
1.28% of the 13F portfolio, value $3,696,796.
13F-HR 0001754960-25-000201 filed by Neumann Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,898 sharesChange vs previous 13F -950 shares
1.31% of the 13F portfolio, value $3,957,755.
13F-HR 0001754960-25-000048 filed by Neumann Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 36,848 sharesChange vs previous 13F not available
1.33% of the 13F portfolio, value $4,008,694.
13F-HR 0001172661-24-004478 filed by Neumann Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).