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Disclosery

POTENTIA WEALTH: DSI position timeline

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

POTENTIA WEALTH held 11,294 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,294 shares
    Change vs previous 13F -1,208 shares

    0.66% of the 13F portfolio, value $1,608,101.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 12,502 shares
    Change vs previous 13F +845 shares

    0.59% of the 13F portfolio, value $1,515,175.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 11,657 shares
    Change vs previous 13F -411 shares

    0.55% of the 13F portfolio, value $1,501,773.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 12,068 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,519,965.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 12,068 shares
    Change vs previous 13F -127 shares

    0.8% of the 13F portfolio, value $1,401,819.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 12,195 shares
    Change vs previous 13F +2,426 shares

    0.59% of the 13F portfolio, value $1,248,890.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 9,769 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,077,034.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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