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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

  1. period ended2026-06-30
    13F 35,201 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 35,428 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 36,198 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 36,468 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 36,148 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 36,098 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 35,898 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 36,848 shares
    Change 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), ingested

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