DLX β€” DELUXE CORP

Ownership history in Prism Advisors, Inc.  Β·  8 quarters on record

AI Ownership Summary

Prism Advisors, Inc. reported DELUXE CORP (DLX) in 8 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows DLX at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prism Advisors, Inc.'s position in DELUXE CORP, 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

DLX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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 Prism Advisors, Inc. held DLX β€” position size vs. price
% of Fund (quarterly)    DLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,700 -79,703 -90.2% 0.06% $240K 2026-04-23 $30.17
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Prism Advisors, Inc. and DLX

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

How long has Prism Advisors, Inc. reported owning DLX?

Prism Advisors, Inc. reported DLX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported DLX position in Prism Advisors, Inc.'s portfolio?

The largest reported portfolio weight for DLX was 0.06% in 2026 Q1.

What is the latest reported DLX position on this page?

The most recent filing on this page is 2026 Q1, when Prism Advisors, Inc. reported 8,700 shares, equal to 0.06% of portfolio, with an estimated market value of $240K.

What does the chart on this DLX ownership page compare?

The chart compares Prism Advisors, Inc.'s quarterly DLX 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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