Douglas Lane & Associates, LLC DSGR β€” DISTRIBUTION SOLUTIONS GRP INC

Ownership history in Douglas Lane & Associates, LLC  Β·  3 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported DISTRIBUTION SOLUTIONS GRP INC (DSGR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows DSGR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DSGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in DISTRIBUTION SOLUTIONS GRP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DSGR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Douglas Lane & Associates, LLC held DSGR β€” position size vs. price
% of Fund (quarterly)    DSGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 9,350 -1,000 -9.7% 0.00% $245K 2026-04-15 $26.75
2025 Q4 REDUCED 26.1% -4.2% βœ… 10,350 -3,650 -26.1% 0.00% $283K 2026-01-22 $29.85
2025 Q3 INITIATED β€” β€” β€” 14,000 β€” β€” 0.01% $421K 2025-10-10 $27.89

FAQ About Douglas Lane & Associates, LLC and DSGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning DSGR?

Douglas Lane & Associates, LLC reported DSGR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported DSGR position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for DSGR was 0.01% in 2025 Q3.

What is the latest reported DSGR position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 9,350 shares, equal to 0.00% of portfolio, with an estimated market value of $245K.

What does the chart on this DSGR ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly DSGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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