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Disclosery

Norris Financial Group, LLC: DEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Norris Financial Group, LLC on DEM, newest first. How the timeline and the estimate are built.

Norris Financial Group, LLC held 5,379 DEM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,379 shares
    Change vs previous 13F -323 shares

    0.12% of the 13F portfolio, value $289,336.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 5,702 shares
    Change vs previous 13F -7 shares

    0.09% of the 13F portfolio, value $283,332.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 5,709 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $266,667.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 5,709 shares
    Change vs previous 13F -113,544 shares

    0.1% of the 13F portfolio, value $262,557.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 119,253 shares
    Change vs previous 13F -46,595 shares

    2.21% of the 13F portfolio, value $5,400,968.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 165,848 shares
    Change vs previous 13F +160,535 shares

    3.26% of the 13F portfolio, value $6,978,884.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 5,313 shares
    Change vs previous 13F -74,339 shares

    0.1% of the 13F portfolio, value $215,123.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 79,652 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,505,485.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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