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Topel & Distasi Wealth Management, LLC: DSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Topel & Distasi Wealth Management, LLC on DSI, newest first. How the timeline and the estimate are built.

Topel & Distasi Wealth Management, LLC held 22,656 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,656 shares
    Change vs previous 13F +1 shares

    1.56% of the 13F portfolio, value $3,225,988.

    13F-HR 0001880087-26-000004 filed by Topel & Distasi Wealth 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 22,655 shares
    Change vs previous 13F -1,708 shares

    1.42% of the 13F portfolio, value $2,745,559.

    13F-HR 0001880087-26-000003 filed by Topel & Distasi Wealth 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 24,363 shares
    Change vs previous 13F -1,084 shares

    1.53% of the 13F portfolio, value $3,138,685.

    13F-HR 0001880087-26-000002 filed by Topel & Distasi Wealth 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 25,447 shares
    Change vs previous 13F -419 shares

    1.58% of the 13F portfolio, value $3,205,050.

    13F-HR 0001880087-25-000007 filed by Topel & Distasi Wealth 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 25,866 shares
    Change vs previous 13F +899 shares

    1.57% of the 13F portfolio, value $3,004,595.

    13F-HR 0001880087-25-000004 filed by Topel & Distasi Wealth 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 24,967 shares
    Change vs previous 13F +4,607 shares

    1.19% of the 13F portfolio, value $2,556,870.

    13F-HR 0001880087-25-000003 filed by Topel & Distasi Wealth 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 20,360 shares
    Change vs previous 13F -155 shares

    0.96% of the 13F portfolio, value $2,244,690.

    13F-HR 0001880087-25-000002 filed by Topel & Distasi Wealth 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 20,515 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,231,827.

    13F-HR 0001880087-24-000001 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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