DLO β€” DLOCAL LTD

Ownership history in INSIGNEO ADVISORY SERVICES, LLC  Β·  2 quarters on record

AI Ownership Summary

INSIGNEO ADVISORY SERVICES, LLC reported DLOCAL LTD (DLO) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows DLO at 0.01% 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 DLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSIGNEO ADVISORY SERVICES, LLC's position in DLOCAL LTD, 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
2025 Q3

DLO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 INSIGNEO ADVISORY SERVICES, LLC held DLO β€” position size vs. price
% of Fund (quarterly)    DLO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,155 -3,856 -24.1% 0.01% $174K 2025-11-12 $14.86
2025 Q2 INITIATED 16,011 β€” β€” 0.02% $182K 2025-08-12 $10.97

🏒 Other funds also holding DLO

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.0%

FAQ About INSIGNEO ADVISORY SERVICES, LLC and DLO

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

How long has INSIGNEO ADVISORY SERVICES, LLC reported owning DLO?

INSIGNEO ADVISORY SERVICES, LLC reported DLO across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported DLO position in INSIGNEO ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for DLO was 0.02% in 2025 Q2.

What is the latest reported DLO position on this page?

The most recent filing on this page is 2025 Q3, when INSIGNEO ADVISORY SERVICES, LLC reported 12,155 shares, equal to 0.01% of portfolio, with an estimated market value of $174K.

What does the chart on this DLO ownership page compare?

The chart compares INSIGNEO ADVISORY SERVICES, LLC's quarterly DLO 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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