Sagace Wealth Management LLC: DLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sagace Wealth Management LLC on DLR, newest first. How the timeline and the estimate are built.
Sagace Wealth Management LLC held 15,869 DLR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 15,869 sharesChange vs previous 13F -37 shares
1.8% of the 13F portfolio, value $2,849,755.
13F-HR 0002027449-26-000003 filed by Sagace Wealth 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 15,906 sharesChange vs previous 13F +190 shares
1.94% of the 13F portfolio, value $2,866,420.
13F-HR 0002027449-26-000002 filed by Sagace Wealth 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 15,716 sharesChange vs previous 13F +146 shares
1.65% of the 13F portfolio, value $2,431,422.
13F-HR 0002027449-26-000001 filed by Sagace Wealth 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 15,570 sharesChange vs previous 13F +1,323 shares
1.83% of the 13F portfolio, value $2,691,742.
13F-HR 0002027449-25-000007 filed by Sagace Wealth 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 14,247 sharesChange vs previous 13F +108 shares
1.86% of the 13F portfolio, value $2,483,680.
13F-HR 0002027449-25-000004 filed by Sagace Wealth 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 14,139 sharesChange vs previous 13F +310 shares
1.53% of the 13F portfolio, value $2,025,977.
13F-HR 0002027449-25-000002 filed by Sagace Wealth 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 13,829 sharesChange vs previous 13F -11,337 shares
1.84% of the 13F portfolio, value $2,452,297.
13F-HR 0002027449-25-000001 filed by Sagace Wealth 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 25,166 sharesChange vs previous 13F not available
3.15% of the 13F portfolio, value $4,076,389.
13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).