WHALEROCK POINT PARTNERS, LLC: DTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WHALEROCK POINT PARTNERS, LLC on DTM, newest first. How the timeline and the estimate are built.

WHALEROCK POINT PARTNERS, LLC held 3,218 DTM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 3,218 shares
Change vs previous 13F +18 shares
0.08% of the 13F portfolio, value $472,209.
13F-HR 0001140361-26-032663 filed by WHALEROCK POINT PARTNERS, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,200 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $430,944.
13F-HR 0001140361-26-021558 filed by WHALEROCK POINT PARTNERS, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).