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Disclosery

Charles Schwab Trust Co: DNLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on DNLI, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 1,244,955 DNLI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,244,955 shares
    Change vs previous 13F +37,556 shares

    <0.01% of the 13F portfolio, value $32,020,243.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,207,399 shares
    Change vs previous 13F +6,924 shares

    <0.01% of the 13F portfolio, value $23,182,061.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,200,475 shares
    Change vs previous 13F +49,091 shares

    <0.01% of the 13F portfolio, value $19,819,842.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,151,384 shares
    Change vs previous 13F +95,365 shares

    <0.01% of the 13F portfolio, value $16,718,096.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,056,019 shares
    Change vs previous 13F +46,123 shares

    <0.01% of the 13F portfolio, value $14,773,706.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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/A 1,009,896 shares
    Change vs previous 13F -18,566 shares

    <0.01% of the 13F portfolio, value $13,729,536.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,028,462 shares
    Change vs previous 13F +12,652 shares

    <0.01% of the 13F portfolio, value $20,960,056.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,015,810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,590,545.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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